HSBC Company

Industry: Financial services company

Description

HSBC Bank plc is one of the largest banking and financial services organisations in the world. HSBC's international network comprises around 7,500 offices in over 80 countries and territories in Europe, the Asia-Pacific region, the Americas, the Middle East and Africa. Customer service: 810 44 1226 261010Headquarters: London, United KingdomParent organization: HSBCCEO: James Emmett (Jan 1, 2019–)Number of employees: 85,000 (including its subsidiaries)Subsidiaries: HSBC Bank, First Direct, M&S Bank, HSBC Trinkaus, Vaultex UK Ltd.

Site: http://www.hsbc.co.uk/

Social Links: https://www.facebook.com/hsbcuk, https://twitter.com/HSBC_UK, http://www.youtube.com/user/hsbcuk

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16,776 employees in database.
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HSBC List of Employees: 1992-2019
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HSBC Employees

Employee
Years
Job
Industry
Chenfei ShangChenfei Shang Greater New York City Area
HSBC Years July 2014 - Present
Job Master of Art in Mathematical Finance, Rutgers, New Brunswick
Industry Financial Services
Experience
HSBC   July 2014 - Present
Roche   May 2013 - August 2013
HuaTai Securities Co.,Ltd.   November 2011 - March 2012
Industrial and Commercial Bank of China   December 2010 - February 2011

Skills
Quantitative Finance, Financial Modeling, C++, SAS, R, VBA, Derivatives, Matlab, Quantitative Analytics, Statistics, Stochastic Calculus, Fixed Income, Options, Financial Analysis, Risk Management, Bloomberg, Fashion

Education
Rutgers, The State University of New Jersey-New Brunswick   2012 — 2014
Master of Arts (M.A.), Mathematical Finance

East China University of Science and Technology   2008 — 2012
Bachelor of Arts (B.A.), Mathematics and Applied Mathematics, 3.6/4.0

Shuying Zhang (Sophia)Shuying Zhang (Sophia) Sacramento, California
HSBC Years April 2013 - June 2013
Job Financial Training Program Intern at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   October 2014 - March 2015
Shine Wellness Inc.   June 2014 - September 2014
Sun Life Financial   August 2013 - August 2013
HSBC   April 2013 - June 2013
CITIC Securities   July 2012 - August 2012
Bank of Hangzhou   July 2011 - July 2011

Skills
Finance, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Accounting, Financial Analysis, Data Analysis, Analysis, Economics, Market Research

Education
Drexel University   2013 — 2015
Master's degree, Finance and Financial Management Services

Zhejiang Gongshang University   2009 — 2013
Bachelor's degree, Finance and Financial Management Services

Robert HareRobert Hare Toronto, Canada Area
HSBC Years June 2008 - July 2010
Job SMB and MidMarket Sales Consultant | IT Security Solutions @ Information Systems Architects Inc.
Industry Information Technology and Services
Experience
ISA (Information Systems Architects Inc.)   June 2014 - Present
Oracle   June 2013 - June 2014
Softchoice   January 2011 - May 2013
HSBC   June 2008 - July 2010

Skills
Solution Selling, New Business Development, Cold Calling, Sales, Strategic Partnerships, Cloud Computing, SaaS, Endpoint Security, Datacenter Security, Network Security, Web Filtering, Advanced Malware, NGFW, SIEM, UTM, Mobile Security, Encryption, IPS, McAfee, Next Generation Firewall, Storage Solutions, Sales Operations, Virtualization, Financial Analysis, Account Management, Microsoft CRM, Salesforce.com, Microsoft Licensing, Professional Services, Credit Analysis, Credit, Competitive Analysis, Enterprise Software, Hunting, Online Backup, IT Asset Management, VoIP, Legal Technology, Load Balancing, VDI, Mortgage Lending, Consumer Lending, Database Security, Oracle RAC, GoldenGate, ODI, Oracle Fusion Middleware, Identity Management

Education
Durham College   2005 — 2008
Advanced Dipolma, Business Admin - Marketing

George Brown College   2002 — 2005
Computer Systems Technician

Xinyi (Cassie) ChenXinyi (Cassie) Chen Durham, North Carolina
HSBC Years July 2013 - August 2013
Job Financial Analyst, Corporate FP&A
Industry Management Consulting
Experience
Direct ChassisLink Inc.   June 2015 - Present
Pivot Capital   November 2013 - March 2014
HSBC   July 2013 - August 2013
Deloitte   March 2013 - June 2013
Cargill   July 2011 - August 2011

Skills
Quantitative Analytics, Mandarin, Chinese, Market Research, Data Analysis, Research, English, Microsoft Office, Financial Accounting, Economics, Statistics, PowerPoint, Management Consulting, Financial Modeling, SPSS, Corporate Finance, Investments, Strategic Consulting, Marketing, Business Communications, Corporate Social..., Stata, Matlab, Capital Markets, Strategic Planning, Information Systems, Public Relations, Operations Research, VBA, Bloomberg Terminal, cystallball, Capital IQ

Education
Duke University - The Fuqua School of Business   2014 — 2015
Master's Degree, Business Administration and Management, General, 3.73/4.00

Fudan University   2009 — 2014
Bachelor's Degree, Finance and Financial Management Services

Schulich School of Business   2012 — 2012
Finance and Financial Management Services

Mary Beth MaioMary Beth Maio Greater New York City Area
HSBC Years 1998 - 2002
Job Legislator District 10 : Highland / Milton at Ulster County Legislature
Industry Banking
Experience
Wallkill Valley Federal Savings and Loan   January 2011 - Present
Ulster County Government   January 2010 - Present
Sawyer Savings Bank   October 2006 - December 2010
Key Bank   2002 - 2006
HSBC   1998 - 2002
Central Hudson Gas & Electric   1988 - 1998

Skills
Branch Management, Commercial Banking, Loans, Small Business Lending, Consumer Lending, Commercial Lending, Lines Of Credit, Credit, Banking, Leadership, Retail Banking, Investments, Mortgage Lending, Cash Management, Customer Service, Credit Analysis, Portfolio Management, Sales Management, Wealth Management, Small Business, Underwriting, Relationship Management, Financial Services, Commercial Mortgages, Credit Unions, Financial Analysis, Financial Risk, FHA, Strategic Financial..., Insurance, Risk Management, Asset Management, Series 63, Capital Markets, Merchant Services, SBA, Life Insurance, Loan Origination, Cross Selling, Retirement, Deposits, Asset Based Lending, Treasury Management, Mortgage Banking, Financial Planning

Education
Dutchess Community College   1986 — 1988
AAS, Accounting

Jeffrey HeoJeffrey Heo Washington D.C. Metro Area
HSBC Years July 2014 - August 2014
Job MBA 2015 Georgetown University, McDonough School of Business
Industry Consumer Electronics
Experience
HSBC   July 2014 - August 2014
Samil Pharmaceutical   December 2011 - June 2013
ViroMed   May 2008 - May 2011
Taekwang   July 2005 - December 2007

Skills
Operations Management, Supply Chain Management, Project Management, Process Improvement, Business Development, Problem Solving, PowerPoint, Korean, Microsoft Excel, Optimization, Simulations, Business Strategy, Strategic Planning, Procurement, Contract Negotiation, Data Analysis, Financial Modeling, Microsoft Office, Microsoft Word, Licensing, Windows, Corporate Communications, English, Change Management, Leadership, International Trade, Pharmaceutical Industry, Vendor Management, Materials Management

Education
Georgetown University - The McDonough School of Business   2013 — 2015
Master of Business Administration (M.B.A.)

Drexel University   1995 — 2001
Bachelor's Degree

Malik ZakariaMalik Zakaria Philadelphia, Pennsylvania
HSBC Years July 2009 - September 2009
Job Financial Advisory at Deloitte
Industry Financial Services
Experience
Deloitte - Forensic and Dispute Services   September 2014 - March 2015
HSBC Commercial Banking   November 2009 - May 2011
HSBC   July 2009 - September 2009

Skills
Teamwork, Time Management, Microsoft Office, Corporate Finance, Customer Service, Analysis, Research, Management, Team Leadership, Microsoft Excel, PowerPoint, English language skills, Group Work, General Commercial..., Access, Leadership, Accounting, Microsoft Word, Communication, Financial Analysis, Typing, Mathlab, Social Media, Negotiation, Banking Capital Planning, Strategic..., Project Evaluations, Negotiations, Departments &..., Solution Management, Solid Communication, Executive Presentations...

Education
Drexel University Philadelphia, PA   2012 — 2016
Bachelor of Science, Business Administration Double Major: Accounting and Finance

University of Tennessee-Knoxvill -ELI   2011 — 2011
English as a Second Language, English Language

Institute of Public Administration Riyadh, Saudi Arabia   2007 — 2009
Associate's degree, Major: Business Banking, GPA: 3.92

Lin Xiang, CFALin Xiang, CFA Vancouver, Canada Area
HSBC Years 1999 - 2010
Job Investment Counsellor at RBC Wealth Management PH&N Investment Counsel
Industry Investment Management
Experience
RBC Wealth Management - PH&N Investment Counsel   2012 - Present
UBS Wealth Management   2010 - 2012
HSBC   1999 - 2010

Education
East China Normal University
Bachelor of Arts (B.A.)

The University of British Columbia
Master of Business Administration (MBA), Finance, General

Hongyi (Francis) ShenHongyi (Francis) Shen Greater New York City Area
HSBC Years January 2011 - March 2011
Job Financial Regulatory Reporting Associate at AxiomSL, FRM Track Completed
Industry Financial Services
Experience
AxiomSL   June 2014 - Present
Idols Advisory Group   January 2014 - February 2014
FXCM   July 2013 - August 2013
HSBC   January 2011 - March 2011

Skills
VBA, C++, SPSS, AMOS, Matlab, SAS, Microsoft Excel, Microsoft SQL Server, Microsoft Word, Python, SQL, DATABASE, Risk Management, Project Management, Market Research, Social Media Marketing, Financial Risk, Quantitative Finance, Business Process..., Fixed Income, Databases, Marketing Research, Business Analysis, Analysis, Finance, Quantitative Research, Social Networking, Options, Derivatives, Social Entrepreneurship, Financial Modeling

Education
Rutgers Business School   2012 — 2014
Master of Science Degree, Quantitative Finance, 3.74/4.0

Fayetteville State University   2011 — 2012
Bachelor's Degree, Mathematics, 4.0/4.0

East China University of Science and Technology   2008 — 2012
Bachelor's Degree, Mathematics and Applied Mathematics; Minor in Finance, 3.5/4.0

Jiachun LiJiachun Li Philadelphia, Pennsylvania
HSBC Years August 2010 - September 2010
Job Portfolio risk analyst at BlackRock
Industry Financial Services
Experience
BlackRock   July 2013 - Present
SEI   September 2012 - December 2012
Deutsche Bank   June 2012 - September 2012
HSBC   August 2010 - September 2010
M Media Group   July 2009 - September 2009

Skills
Risk Management, Investments, Capital Markets, Economics, R, Mergers & Acquisitions, Emerging Markets, Valuation, Financial Modeling, SQL, C++, C, Bloomberg Terminal, Banking, English, Mandarin, Cantonese, Shanghainese

Education
Drexel University   2011 — 2013
Master, Finance

Fudan University   2007 — 2011
Bachelor, Computer Science

Shuangshuang LuShuangshuang Lu Greater Philadelphia Area
HSBC Years July 2010 - August 2010
Job Consultant at EY CONSULTING Ltd
Industry Financial Services
Experience
EY   November 2013 - Present
Global China Connection   September 2011 - Present
Drexel Women in Business   September 2010 - Present
Guotai Asset Management Co.,   January 2012 - March 2012
CITIC Securities International   September 2011 - December 2011
CITIC Securities   September 2011 - November 2011
Global China Connection   September 2010 - September 2011
HSBC   July 2010 - August 2010
China Construction Bank   June 2009 - September 2009

Education
Drexel University   2009 — 2013
Bachelor of Science in Business Administration, Finance & Economics

David GleitDavid Gleit San Francisco Bay Area
HSBC Years 1989 - 1990
Job Director DeWinter Consulting
Industry Management Consulting
Experience
DeWinter Group   February 2008 - Present
Robert Half International   September 1998 - January 2008
Sanwa Bank   1990 - 1991
HSBC   1989 - 1990
Union Bank   1986 - 1989
AFCR   1980 - 1985

Skills
Recruiting, Management, Talent Acquisition, Executive Search, Technical Recruiting, Sourcing, Financial Analysis

Education
University of California, Berkeley, Haas School of Business   1984 — 1986
MBA (incomplete)

Stanford University   1976 — 1980
M.A.

Duke University   1972 — 1976
B.A.

Cynthia RangelCynthia Rangel Greater Los Angeles Area
HSBC Years March 2005 - April 2009
Job Administration/Acquisitions
Industry Real Estate
Experience
TDC Pacific Properties, Inc   April 2013 - Present
HSBC   March 2005 - April 2009

Skills
Customer Service, Sales, PowerPoint, Banking, Negotiation, Social Media, Financial Analysis, Insurance, Team Building, Microsoft Office, Operational Excellence, Real Estate Financing, Loan Servicing, Administrative...

Education
Manual Arts High School   1997 — 2001
HS Diploma w/honors, High School Diploma

East Los Angeles College
Social Work

Santa Monica College

Cynthia RangelCynthia Rangel Greater Los Angeles Area
HSBC Years March 2005 - April 2009
Job Administrative Assistant at TDC Pacific Properties, Inc
Industry Real Estate
Experience
TDC Pacific Properties, Inc   April 2013 - Present
HSBC   March 2005 - April 2009

Skills
Real Estate, Real Estate Transactions, Property, Administrative..., Office Management, Spreadsheets, Office Administration, Administrative Work, Filing, Administration, Accounts Payable, Accounts Receivable, Microsoft Office

Education
Manual Arts High School   1997 — 2001
High School Diploma, Honor Clases

East Los Angeles College
social work

Santa Monica College

Rob CookRob Cook Greater Chicago Area
HSBC Years 2010 - 2011
Job Vice President Marketing at BMO Harris Bank
Industry Financial Services
Experience
HSBC   2010 - 2011
HSBC   2005 - 2010
Zyman Group   2003 - 2005
Cook Consulting   2002 - 2003
Booz Allen Hamilton   1998 - 2002
Alex. Brown & Sons   1994 - 1996

Education
Duke University - The Fuqua School of Business   1996 — 1998
MBA, Business Administration and Management, General

University of Pennsylvania   1990 — 1994
BA, Economics & HIstory

Ryan GuessRyan Guess Atlanta, Georgia
HSBC Years October 2003 - January 2007
Job Account Executive at Salesforce
Industry Information Technology and Services
Experience
Salesforce   February 2015 - Present
QL2 Software   December 2013 - February 2015
Speak EZ   January 2013 - October 2013
Dun & Bradstreet   February 2011 - January 2013
Equifax   June 2009 - March 2011
Equifax   February 2007 - June 2009
HSBC   October 2003 - January 2007

Skills
Cold Calling, Solution Selling, Account Management, Customer Retention, Sales Operations, Strategic Planning, Customer Service, Risk Management, Customer Satisfaction, Salesforce.com, Lead Generation, CRM, Relationship Management, Call Center, B2B, New Business Development, Business Development, Analytics, Sales Management, Sales, Outside Sales, Contract Negotiation, Contract Management, Strategy, Management, Program Management, Leadership, Team Building, Competitive Analysis, Direct Sales, Business Analysis, Forecasting, Sales Process, Selling, Credit, Team Leadership, Marketing Strategy, Process Improvement, Marketing, Business Strategy, Negotiation, Key Account Management, SaaS, Team Management, Product Management, Vendor Management, Cross-functional Team..., Business Planning, Market Research, Coaching

Education
Earlham College   1999 — 2003
Bachelors, Business Management and Non-Profit

Andrew NevinsAndrew Nevins Washington D.C. Metro Area
HSBC Years October 2014 - Present
Job Commercial Real Estate Finance
Industry Financial Services
Experience
HSBC   October 2014 - Present
RBS Citizens   June 2013 - October 2014
Fly Me To The Moon Bounce   May 2010 - June 2013
US Treasury   September 2012 - May 2013
Southern Tide   August 2011 - January 2013
UBS Investment Bank   April 2012 - August 2012
The Leukemia & Lymphoma Society   March 2012 - May 2012
Arlington Public Schools   June 2007 - May 2012

Skills
Financial Analysis, Leadership, Analysis, Microsoft Office, Finance, Microsoft Word, Research, Event Planning, Nonprofits, Team Leadership, Economics, Investments, Customer Service, Fundraising, Teamwork, Stock Market Analysis, Social Media, Bloomberg, Quantitative Analytics, Banking, Morningstar, Regression Analysis, Regression Models, Linear Regression, Qualitative Research, Quantitative Research, Commercial Lending, Financial Modeling, Non-profits, India, Administrative..., Bond Analysis, Writing, Notary Public, Structured Finance

Education
The Johns Hopkins University - Carey Business School   2014 — 2016
Master of Science (MS), Finance

Marymount University   2010 — 2013
Bachelor of Business Administration (B.B.A.), Finance

East Carolina University

Jamyon SmallJamyon Small Glen Allen, Virginia
HSBC Years March 2007 - November 2007
Job Vice President Division Director at Robert Half Finance & Accounting
Industry Staffing and Recruiting
Experience
Robert Half Finance & Accounting   September 2014 - Present
Accountemps   November 2013 - August 2014
Robert Half International   April 2013 - November 2013
Robert Half   September 2010 - April 2013
Robert Half   December 2007 - August 2010
HSBC   March 2007 - November 2007
Cintas   September 2004 - March 2007
Cintas   September 2003 - September 2004

Skills
Recruiting, Human Resources, Staffing Services, Temporary Staffing, Business Development, Employee Benefits, Talent Acquisition, Payroll, Acquisitions, Management, College Recruiting, Leadership Development, Succession Planning, Account Management, Accounting, Sales, Sales Presentations, Employee Training, Retention Strategies, Project Management, Office Management, Human Capital, Operations Management, Direct Sales, Contract Recruitment, Internet Recruiting, Technical Recruiting, Applicant Tracking..., Temporary Placement

Education
Duke University   1998 — 2002
Bachelor of Arts (BA), History

Brother Rice High School   1994 — 1998

Bonnie DeMiliaBonnie DeMilia Greater New York City Area
HSBC Years October 2013 - Present
Job Executive Recruiter
Industry Financial Services
Experience
HSBC   October 2013 - Present
KPMG   December 2006 - October 2013
Avaya   December 2003 - May 2006
Samsung   2006 - 2006
JP Morgan Chase   1997 - 2000
Broadview Associates   1995 - 1997
Merrill Lynch   1993 - 1995

Skills
Talent Acquisition, Hiring, Executive Search, College Recruiting, Applicant Tracking..., Sourcing, Interviewing, Recruiting, Talent Management, Interviews, Human Resources, Contract Recruitment, Vendor Management, Internet Recruiting, Succession Planning, Sales, Leadership, Onboarding, Temporary Placement, Organizational..., Training, Workforce Planning, Performance Management, Technical Recruiting, Marketing, Employer Branding, Deferred Compensation, Benefits Negotiation, Resume Writing, Career Development, Screening Resumes, Employee Training

Education
Drexel University - LeBow College of Business   1990 — 1992
B.S.

Ramsey High School

Jennifer L GallagherJennifer L Gallagher Greater Philadelphia Area
HSBC Years December 2005 - June 2007
Job Production Planner
Industry Medical Devices
Experience
Anholt Technologies   January 2014 - Present
MedPlast Inc.   February 2013 - January 2014
Westcode Inc   August 2012 - March 2013
Anholt Technoligies, Inc   June 2007 - July 2012
David's Bridal   December 2004 - February 2009
HSBC   December 2005 - June 2007
Phladelphia Sports Club   March 2002 - April 2004
Aldi, Inc   June 1999 - May 2003

Skills
Fork Truck Operator, CPR and First Aide..., Negotiation, Customer Service, Lean Manufacturing, Invoicing, Manufacturing, Logistics, Sales, 5S, Medical Devices, Process Scheduler, ISO 13485, Continuous Improvement, Contract Negotiation, Cross-functional Team..., Inventory Management, Leadership, Process Improvement, Procurement, Purchasing, Supply Chain, Supply Chain Management, Team Leadership, Transportation

Education
East Stroudsburg University of Pennsylvania   1997 — 2002
Bachelor's degree, Recreation and Leisure Service Mgmt

Xingyu (Michael) YanXingyu (Michael) Yan Cleveland, Ohio
HSBC Years December 2010 - February 2011
Job Graduate Assistant at Case Western Reserve University
Industry Accounting
Experience
Case Western Reserve University   August 2013 - Present
Case Western Reserve University   August 2012 - May 2014
Volunteer Income Tax Assistance Program   January 2013 - April 2013
Anhui Huapu Accounting Firm   June 2011 - August 2011
HSBC   December 2010 - February 2011

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Financial Accounting, Management Accounting, Finance, US GAAP, Financial Statement..., Financial Reporting, Auditing, Accounts Receivable

Education
Case Western Reserve University - Weatherhead School of Management   2012 — 2014
Master's degree, Accounting, 3.625

East China Normal University   2008 — 2012
Bachelor's degree, Accounting, 3.68

Boskie ShahBoskie Shah New York, New York
HSBC Years July 2014 - Present
Job Senior Premier Relationship Officer at HSBC
Industry Financial Services
Experience
HSBC   July 2014 - Present
HSBC   June 2013 - June 2014
Johnson & Johnson   March 2012 - October 2012
Fannie Mae   March 2011 - September 2011
Exelon   March 2010 - September 2010
Merrill Lynch   September 2007 - June 2008

Skills
Financial Analysis, Financial Reporting, Microsoft Excel, PowerPoint, Accounting, Valuation, Financial Modeling, Financial Accounting, Microsoft Word, Variance Analysis, Financial Forecasting, Microsoft Office, Corporate Finance, Business Analysis, Finance, Strategic Financial..., Sarbanes-Oxley Act, Economics, Visio, Management, Budgets, Series 6, Series 63

Education
Drexel University - College of Business and Administration   2008 — 2013
Bachelor of Science (B.S.), Finance & International Business, 5th Year (Out of 5)

Foundation for International Education - Imperial College   2011 — 2011
Finance and International Business

Academies @ Englewood   2004 — 2008
High School Diploma, Finance Academy

Aileen HuangAileen Huang Seattle, Washington
HSBC Years October 2013 - March 2014
Job E Discovery Analyst at Applied Discovery
Industry Marketing and Advertising
Experience
DTI LLC   March 2014 - Present
HSBC   October 2013 - March 2014
HSBC   September 2013 - October 2013
Guppy Media Guppy Games   February 2013 - April 2013
Chinese Student Association   2009 - 2013
Foundation of International Understanding Through Students   June 2011 - June 2012
John L. Scott   June 2010 - September 2010
Utopia Café   February 2010 - May 2010

Skills
Marketing, Social Networking, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, Chinese, Microsoft Word, Teamwork, Event Planning, Sales, Program Management, Multilingual, Leadership, Organization, Nonprofits, Public Speaking, Social Media, Children, Non-profits, Office Management, Problem Solving, Recruiting, Event Management, Social Media Marketing, Community Outreach, Research, Data Entry, Mandarin, Newsletters, Web Applications, YouTube, Youth Mentoring

Education
University of Washington, Michael G. Foster School of Business   2011 — 2013
Bachelor of Business Administration (BBA), Marketing

East China Normal University   2012 — 2012
Chinese Language and Literature, Marketing, 4.0

Stepan Kovalev, CAMSStepan Kovalev, CAMS Greater New York City Area
HSBC Years September 2014 - Present
Job AVP AML Sr. Investigations Officer at HSBC, CAMS
Industry Banking
Experience
HSBC   September 2014 - Present
HSBC   December 2012 - September 2014
HSBC   November 2011 - November 2012
Arklow Company   July 2002 - May 2007

Skills
Financial Analysis, Excel, Business Analysis, Data Analysis, Market Analysis, Access, Financial Modeling, AML, Due Diligence

Education
Drexel University   2010 — 2012
Master of Business Administration, Finance

Belarusian State University Minsk   1999 — 2004
Bachelor of Science, Engineering

Wenqing(Rocky) WangWenqing(Rocky) Wang Greater Atlanta Area
HSBC Years June 2009 - August 2009
Job Statistical Quant Analyst at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank   November 2013 - Present
Portfolio Recovery Associates, Inc.   May 2012 - August 2012
West Virginia University   September 2007 - December 2010
China Construction Bank   May 2010 - August 2010
HSBC   June 2009 - August 2009

Skills
Statistical Computing, Statistical Modeling, Data Analysis, Machine Learning, Data Mining, Survival Analysis, Risk Management, Microsoft Office, R, SAS, C/C++ STL, Visual Basic, LaTeX, SQL, MySQL, JMP, GAMS, Bloomberg, Quantitative Finance, Credit Risk, Portfolio Management, Analysis, Valuation, Derivatives, Statistics, Analytics, Quantitative Analytics, Matlab, C++, Python, Access, Econometrics, Financial Risk, Monte Carlo Simulation, Time Series Analysis, VBA

Education
Georgia Institute of Technology   2011 — 2012
Master, Quantitative and Computational Finance

West Virginia University   2008 — 2011
Master, Statistics

West Virginia University   2007 — 2008
Phd student, Chemistry

East China Normal University   2003 — 2007
Bachelor, Chemistry

Fancheng WangFancheng Wang La Jolla, California
HSBC Years October 2013 - Present
Job Teller at HSBC
Industry Accounting
Experience
HSBC   October 2013 - Present
SKF   July 2012 - June 2013
Softbank China Venture Capital   June 2011 - August 2011

Skills
Mandarin, Chinese, Financial Accounting, Accounting, Financial Analysis, Economics, Financial Reporting, Microsoft Excel, PowerPoint, Tax, Microsoft Word, Microsoft Office, Auditing, Data Analysis, Finance, Stata, Teamwork, Research

Education
University of California, San Diego   2010 — 2012
BA, Economics

East Los Angeles College   2008 — 2010

Andy GuAndy Gu New York, New York
HSBC Years April 2011 - June 2011
Job Member at Institute for Advanced Study
Industry Research
Experience
Institute for Advanced Study   June 2014 - Present
Princeton University   May 2014 - Present
IBM   June 2011 - February 2014
Goldman Sachs   October 2012 - January 2013
Standard & Poor's   March 2012 - June 2012
JPMorgan Chase   October 2011 - January 2012
IBM   July 2011 - August 2011
HSBC   April 2011 - June 2011
Deutsche Bank   November 2010 - March 2011
Pegatron   March 2010 - October 2010

Skills
Music Theory, Poet, Philosophy of Language, Neuroscience, Psychology, Geometry, Algebra, Probability, Quantum Field Theory, C++, Algorithms, Machine Learning, Atmospheric Science, Materials Science, Economics, Wealth Management, Derivatives, Ratings, Investment Banking, Leveraged Finance, Partial Differential..., Pricing, Portfolio Optimization, Business Strategy, Trading, Industrial Engineering, Quality Management, Fashion

Education
New York University   2011 — 2016
Doctor of Philosophy (PhD), Mathematics

East China Normal University   2009 — 2011
MMath, Algebra

China Jiliang University   2005 — 2009
Industrial Engineering, Engineering

Jessica Lu, CPA, MSTJessica Lu, CPA, MST Greater New York City Area
HSBC Years October 2009 - March 2010
Job Global Indirect Tax (VAT) Practice at EY
Industry Financial Services
Experience
EY   March 2015 - Present
Veldhuyzen & Associates LLC   January 2014 - February 2015
Tax and Accounting Consulting   June 2013 - December 2013
General Electric   November 2010 - June 2012
Expo 2010 Shanghai China   May 2010 - June 2010
HSBC   October 2009 - March 2010
Longzhen Accounting Consulting Company   October 2007 - May 2009

Skills
Financial Analysis, Financial Reporting, Accounting, Tax, Financial Accounting, Financial Modeling, Corporate Finance, Auditing, Strategic Financial..., Managerial Finance, Due Diligence, Internal Controls, Mergers, Finance, Forecasting, Cash Flow, Risk Management, Cost Accounting, Hyperion Enterprise, Process Improvement, Transfer Pricing, Financial Planning, Mergers & Acquisitions

Education
University at Albany   2012 — 2013
Master's degree, Taxation

East China University of Science and Technology   2007 — 2011
Bachelor, Financial Management

Tanveer DhodyTanveer Dhody New York, New York
HSBC Years November 2011 - February 2013
Job Analyst at BlackRock
Industry Investment Management
Experience
BlackRock   June 2015 - Present
BlackRock   February 2013 - June 2015
HSBC   November 2011 - February 2013
Hamilton Lane   September 2009 - March 2010
BNP Paribas Securities Services   September 2008 - March 2009

Skills
Bloomberg, Financial Statement..., VBA, Due Diligence, Valuation, Financial Modeling, Equity Research, Economics, Equities, Bloomberg Terminal, Microsoft Excel, Derivatives, Fixed Income, Portfolio Management, Finance, Microsoft Office, Analysis

Education
Drexel University - College of Business and Administration   2007 — 2011
Bachelor of Science in Business Administration, Finance, Accounting

Chaoyi WUChaoyi WU Dallas/Fort Worth Area
HSBC Years July 2011 - April 2013
Job Risk Analyst at Think Finance
Industry Financial Services
Experience
Think Finance   July 2015 - Present
SilverCloud Partners   January 2015 - May 2015
Georgia Institute of Technology   August 2014 - December 2014
HSBC   July 2011 - April 2013
Kenexa   February 2011 - March 2011
Citi Data Processing   October 2010 - December 2010

Skills
Microsoft Office, Data Analysis, Math and Stat Modeling, Matlab, Statistics, SAS, R, Credit Risk, Social Media, Project Management, MySQL, Regression Analysis, Design of Experiments, Google Analytics, Google Webmaster Tools, WordPress, LaTeX, C++, Linux, Minitab, SQL

Education
Georgia Institute of Technology   2013 — 2015
Master’s Degree, Statistics

East China Normal University   2007 — 2011
Bachelor's Degree, Mathematics, Top 5%

MaryBeth DaileyMaryBeth Dailey Alexandria, Virginia
HSBC Years November 2012 - February 2014
Job Relationship Development Officer at Burke And Herbert Trust Services, Leaders in trust and estate planning in DC Metro
Industry Financial Services
Experience
HSBC   November 2012 - February 2014
BB&T   November 2007 - December 2011
Community Trust Bank   2006 - 2008
PNC   July 1987 - June 2001

Skills
Wealth Management, Financial Services, Investments, Strategic Financial..., Series 7, Risk Management, Finance, 401k, Employee Benefits, Banking, Estate Planning, Public Speaking, Retirement Planning, B2B, Institutional Sales, Institutional..., New Business Development, Certified Financial..., Trust Management, Investment Management, Portfolio Management, Mutual Funds, Retirement, Management, Leadership, Equities

Education
Duquesne University   2005 — 2006
CFP, Business/Managerial Economics

Mercyhurst College   1983 — 1987
Bachelor of Arts (B.A.), Business Administration and Management, General

Nick RueNick Rue Greater Boston Area
HSBC Years October 2006 - October 2008
Job Enterprise Field Sales at LogMeIn
Industry Marketing and Advertising
Experience
LogMeIn   January 2015 - Present
LogMeIn   April 2014 - December 2014
Forrester Research   January 2012 - April 2014
Forrester Research   February 2010 - January 2012
TLC Marketing   October 2008 - January 2010
HSBC   October 2006 - October 2008
Enterprise Rent-A-Car   November 2004 - October 2006

Skills
CRM, Qualifying Prospects, Account Management, Networking, Business, Market Research, Strategy, Competitive Analysis, Lead Generation, Sales, Marketing, Salesforce.com, New Business Development, Sales Process, Direct Sales, Solution Selling, Cold Calling, Strategic Partnerships, SaaS, Business Development

Education
East Stroudsburg University of Pennsylvania   2003 — 2005
Bachelors, Communications & Business Management

Penn State University   2000 — 2003

Duncan KimeDuncan Kime Chicago, Illinois
HSBC Years 1990 - 2010
Job Undiscovered Celebrity
Industry Public Relations and Communications
Experience
Aperture Science, Inc   2011 - Present
Captain D's Special Projects   2010 - 2012
HSBC   1990 - 2010
Sheffield Education Authority   1984 - 1988
United Response   1982 - 1984

Skills
Design, Lighting, Web Design, Renovation, Amateur Chef, Building, Yachting, Ocean Yachtmaster, Boat Charter, Sailing Instructor, Photography, Farmer, Social Networking, Marketing, Wallpaper Hanging, Gardening, Creative Writing, Reviews, Facebook, Web Marketing, Media Relations, Publishing, Web Content Management

Education
The University of Sheffield   1998 — 1999
Master of Science (MSc), Software Systems Technology

Durham University   1980 — 1981
PGCE, Post-Grad Cert of Education - Primary Ed, Special Ed

The University of Sheffield   1977 — 1980
Bachelor of Science (BSc), Physiology and Zoology Dual Honours

Latonia FrayLatonia Fray Philadelphia, Pennsylvania
HSBC Years June 2014 - September 2014
Job Reinsurance Coop at ACE Group
Industry Insurance
Experience
ACE Group   March 2015 - Present
HSBC   June 2014 - September 2014
Key Management Services   June 2013 - August 2013
The Government of Bermuda   June 2012 - August 2012
Bermuda Telephone Company Ltd.   June 2011 - August 2011

Skills
Organization, Leadership, Time Management, Telecommunications..., Docketing, Policy, Microsoft Excel, PowerPoint, Staff Development, Public Speaking

Education
Drexel University   2013 — 2018
Bachelor of Science (BS), Economics

Saltus Grammar   2000 — 2013
High School Diploma, General Education, Distinction

Junxia LeJunxia Le Greater Philadelphia Area
HSBC Years September 2013 - Present
Job Student at Drexel University College of Business and Administration
Industry Financial Services
Experience
HSBC   September 2013 - Present

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Public Speaking, Social Media, English

Education
Drexel University - College of Business and Administration   2011 — 2013
Master of Finance

Ralph ChengRalph Cheng Raleigh-Durham, North Carolina Area
HSBC Years June 2014 - August 2014
Job Summer Analyst at Citi
Industry
Experience
Citi   June 2015 - August 2015
Duke University Math Department   August 2013 - December 2014
HSBC   June 2014 - August 2014
Ernst & Young   June 2013 - July 2013

Education
Duke University   2012 — 2016
BS Economics and BS Statistics

Brent International School, Manila

Sharon BerinatoSharon Berinato Fishkill, New York
HSBC Years January 1985 - January 1993
Job Assistant treasurer at Putnam County Savings Bank
Industry Banking
Experience
Putnam County Savings Bank   September 2002 - Present
BNY Mellon   January 1993 - October 2002
HSBC   January 1985 - January 1993
Wells Fargo Bank   January 1972 - December 1985

Skills
Loans, Cash Management, Financial Analysis, Banking, Treasury Management, Financial Modeling, Corporate Finance, Financial Reporting, Credit, Risk Management, Derivatives

Education
Dutchess Community College   1980 — 1985
Accounting and Business/Management

AIB
Banking, loss prevention

Amy DupresAmy Dupres Cupertino, California
HSBC Years January 2012 - June 2013
Job Worldwide RTM Finance
Industry Consumer Electronics
Experience
Apple   March 2015 - Present
Apple   June 2013 - March 2015
HSBC   January 2012 - June 2013
EMI Music   May 2010 - January 2012
Competition Commission   December 2009 - May 2010
Competition Commission   July 2009 - September 2009

Skills
Customer Service, Financial Analysis, Business Analysis, Accounting, Finance, Financial Reporting, Financial Modeling, Analysis, Microsoft Excel, Forecasting, Business Strategy, Budgets

Education
CIMA   2011 — 2012
CIMA, Accountancy

University of Durham   2006 — 2009
2:1, Business Management

Kirkham Grammar School

Andrew MerezhkoAndrew Merezhko Philadelphia, Pennsylvania
HSBC Years February 2013 - July 2013
Job Compliance Consultant Analyst at Wells Fargo
Industry Banking
Experience
HSBC   February 2013 - July 2013
Prudential Financial   April 2012 - July 2012
Merrill Lynch   February 2012 - April 2012
Healthy Air Solution / Emergency Maintenance   July 2011 - October 2011
Drexel University's LeBow College of Business   September 2010 - December 2010

Skills
Anti Money Laundering, OFAC, Management, Accounting, Microsoft Office, QuickBooks, Internal Audit, Finance, Sales, Analysis, Risk Management, Software Documentation, Credit, Corporate Finance, Financial Analysis, PowerPoint

Education
Drexel University   2009 — 2011
Bachelor of Science, Business Administration; Finance

Bucks County Community College, Bucks County PA   2007 — 2009
Associate Degree, Business Administration

Daniel BowmanDaniel Bowman Norfolk, Virginia Area
HSBC Years February 2006 - March 2009
Job Area Manager at Altria
Industry Consumer Goods
Experience
Altria   September 2012 - Present
Pivotal Strategies Coaching   August 2012 - Present
Equity Loans, LLC   June 2009 - July 2012
HSBC   February 2006 - March 2009
HSBC   February 2005 - February 2006
HSBC   December 2002 - February 2005
Energy Saving Exteriors   November 1999 - December 2002
United States Marine Corps   June 1994 - June 1998

Skills
Sales Management, Sales, Management, Public Speaking, Analysis, Marketing, Training, Mortgage Lending, Finance, Sales Operations, Social Media Marketing, Employee Training, Strategic Planning, Project Planning, Real Estate, Negotiation, Commercial Mortgages, Management Consulting, Team Building, Contract Negotiation, Leadership, Six Sigma, Training & Development, Project Management

Education
Southern New Hampshire University   2013 — 2016
Master of Business Administration (MBA), Project Management

Virginia Wesleyan   2000 — 2004
Bachelor of Arts (B.A.), Social Science

Drury University   1998 — 2000
Associate of Science (A.S.), General Studies

Adam H ParkerAdam H Parker Greater New York City Area
HSBC Years July 1999 - May 2003
Job Senior IT Project & Program Manager, Senior Business Analyst and Team Leader
Industry Computer Software
Experience
GE   March 2012 - Present
PepsiCo   March 2011 - December 2011
Synapse Group (a subsidiary of Time Inc)   January 2006 - January 2011
Synapse Group (a subsidiary of Time Inc)   January 2006 - September 2008
Starwood Hotels & Resorts   September 2003 - December 2005
HSBC   July 1999 - May 2003

Skills
SDLC, Requirements Analysis, Business Analysis, Requirements Gathering, Integration, Quality Assurance, Management, Agile Methodologies, Cross-functional Team..., Project Management, Business Intelligence, Business Requirements, Process Improvement, Software Project..., Leadership, Project Planning, Project Finance, E-commerce, Analysis, Software Requirements, Program Management, IT Strategy, Testing, Risk Management, Vendor Management, Project Portfolio..., Agile Project Management, Process Engineering, Enterprise Architecture, Use Case Analysis, Use Case Modelling, Project Budgets, Project Delivery, Information Security, Security Management, Business Process, PMO, Software Development, Consulting, Information Technology, Strategy

Education
University of York   1990 — 1993
Bachelors, Chemistry

University of Kent   1993 — 1994
Masters, Biological Chemistry

University of Durham   1994 — 1998
PhD, Chemistry

Kungliga tekniska högskolan   1998 — 1998
Post-doctoral research, Organic Chemistry

Andrew B. FaulknerAndrew B. Faulkner Austin, Texas Area
HSBC Years August 2005 - April 2007
Job Technical Recruiter at Technology Navigators, Inc.
Industry Marketing and Advertising
Experience
Technology Navigators, Inc.   December 2014 - Present
Faulkner LLC   October 2013 - Present
BCforward   November 2012 - October 2013
Angie's List   October 2011 - November 2012
Employment Plus   September 2009 - February 2011
Sales Diesel   April 2009 - July 2009
Century Personnel   April 2007 - April 2009
HH Gregg   November 2004 - January 2008
hhgregg   2004 - 2008
HSBC   August 2005 - April 2007

Skills
Blogging, Sales, Cold Calling, Recruiting, Customer Service, B2B, Marketing, Account Management, Human Resources, Advertising, Applicant Tracking..., Training, Project Management, Salesforce.com, Social Networking, Management, Public Speaking, Customer Retention, Contract Negotiation, Direct Sales, Spanish, Technical Recruiting, New Business Development, Interviews, Leadership, Team Building, Business Development, Talent Acquisition, Staffing Services, Temporary Staffing, Sales Process, CRM, Temporary Placement, College Recruiting, Internet Recruiting, Sourcing, Time Management, Building Relationships, Employee Relations, Hiring, Contract Recruitment, Resume Writing, Screening Resumes, Benefits Negotiation, Employee Training, Onboarding, Job Fairs, Consulting, Executive Search, Permanent Placement

Education
Earlham College   1993 — 1997
Bachelors, Psychology / Spanish

Marion High School   1993 — 1997

University of Valencia   1996 — 1996
Art History

Lu(Holly) LiLu(Holly) Li Gainesville, Florida Area
HSBC Years July 2012 - June 2013
Job Information Systems Graduate Student at University of Florida
Industry Information Technology and Services
Experience
HSBC   July 2012 - June 2013
Industrial and Commercial Bank of China   July 2010 - September 2010

Skills
Data Analysis, Credit Risk, SAS, SQL, R, VBA, Matlab, Microsoft Excel, Applied Mathematics, Business Intelligence, Risk Management, Financial Modeling, Financial Analysis, Business Analysis, Java, Software Documentation, Operations Management

Education
University of Florida   2013 — 2015
Master of Science (MS), Information Systems and Operation Management

East China Normal University   2009 — 2013
Bachelor of Science (BS), Mathematics and Applied Mathematics

Travis SniderTravis Snider Charlotte, North Carolina
HSBC Years July 2005 - April 2008
Job State Farm Agent
Industry Financial Services
Experience
State Farm Insurance   April 2008 - Present
YMCA of Greater Charlotte   December 2009 - December 2011
HSBC   July 2005 - April 2008
East Carolina University   August 2003 - May 2005
United Rentals   August 2002 - August 2003

Skills
Licensed Life & Health..., Licensed Property &..., Long Term Care Insurance, Retirement Planning, Series 6, Series 63, Mortgage Lending, Home Equity Loans, Car Loans, Car Insurance, Homeowners Insurance, Business Insurance, Workers Compensation, Commercial Insurance, Renters Insurance, Rental Property..., Condo Owners Insurance, Certified Strength &..., Insurance, Employee Benefits, Homeowners, Cold Calling

Education
East Carolina University   2003 — 2005
Master of Arts (M.A.)

Radford University   1998 — 2002
Bachelor of Science (B.S.)

Toni LonettoToni Lonetto Duluth, Minnesota
HSBC Years October 2005 - November 2006
Job Information Specialist III (recruitment & assessment) at St. Louis County, MN
Industry Government Administration
Experience
St. Louis County, MN   March 2013 - Present
St. Louis County, MN   June 2007 - Present
HSBC   October 2005 - November 2006
Metris Companies   February 2005 - October 2005
Metris Companies   November 2001 - February 2005
UnitedHealth Group   April 2000 - November 2001

Skills
Policy, Government, Training, Human Resources, Employee Relations, Interviews, Exit Interviews, Employment Verifications, Payroll, Employee Benefits, Union Contracts, Software Documentation, Workshop Facilitation, Data Analysis, Organizational..., Recruiting, Coaching, Conflict Resolution, Customer Service, Data Entry, Leadership, Leadership Development, New Hire Orientations, Program Management

Education
The College of St. Scholastica   2011 — 2013
Bachelor of Arts (BA), Organizational Behavior Studies, 4.0

Duluth Business University   2002 — 2004
Associate of Arts and Sciences (A.A.S.), Medical/Clinical Assistant, 3.6

Fond du Lac Tribal and Community College   1996 — 1998
Associate of Arts and Sciences (A.A.S.), Human Services, General, 3.07

Jessica ThorpeJessica Thorpe Greater New York City Area
HSBC Years August 2013 - February 2014
Job EEMEA Equity Sales
Industry Investment Banking
Experience
HSBC   August 2013 - February 2014
Bank of America Merrill Lynch   September 2012 - July 2013
UniCredit Markets & Investment Banking   July 2010 - July 2012
Citi   2008 - 2009
Alfa Bank Russia   2006 - 2006

Skills
Equities, Investment Banking

Education
University of Durham   2004 — 2008
Upper Second Class, French & Russian

Steve MosleySteve Mosley Greenville, North Carolina Area
HSBC Years June 2006 - August 2008
Job Relationship Manager at EverBank Commercial Finance
Industry Financial Services
Experience
EverBank   July 2013 - Present
CopyPro, Inc.   October 2008 - June 2013
HSBC   June 2006 - August 2008
Capital One Auto Finance   January 2004 - June 2006
Wachovia Dealer Services   December 1997 - December 2003

Skills
New Business Development, Account Management, Sales Management, Sales, Competitive Analysis, Selling, Direct Sales, Product Management, Sales Process, Credit, B2B, Sales Presentations, Managed Print Services, Loans, Business Development, Document Imaging, Portfolio Management, Relationship Management, Strategy, Negotiation, Management, Marketing, Sales Operations, Cold Calling, Finance, Customer Service, Solution Selling, Cross-functional Team..., P&L Management, Pricing, Salesforce.com, Strategic Planning, Customer Retention, Customer Satisfaction, Team Building

Education
East Carolina University - College of Business   1993 — 1997
BSBA, Finance

Farmville Central High School   1991 — 1993

Amit D. VyasAmit D. Vyas Greater Philadelphia Area
HSBC Years April 2005 - November 2005
Job Management Consulting Professional
Industry Management Consulting
Experience
BMP Restaurant Ventures   December 2005 - August 2010
HSBC   April 2005 - November 2005

Education
Drexel University - LeBow College of Business   2002 — 2004
MBA, MIS, Marketing

New York University   2001 — 2003
Construction Management

Christopher HerrChristopher Herr Oviedo, Florida
HSBC Years July 2007 - April 2010
Job Experienced General Management/Operations/Marketing Business Partner
Industry Financial Services
Experience
Harte Hanks   August 2011 - April 2014
HSBC   July 2007 - April 2010
Motorola   July 2004 - January 2007
Capital One   May 2002 - February 2004

Skills
CRM, Management, Leadership, Process Improvement, Project Management, Analytics, Direct Marketing, Training, Analysis, Marketing, Marketing Strategy, Budgets, Risk Management, Supply Chain Management, Procurement, Program Management, Cross-functional Team..., Strategy, Strategic Planning

Education
Duke University - The Fuqua School of Business   2000 — 2002
MBA, Business Administration

US Coast Guard Academy
BS, Management

William CanoWilliam Cano Greater New York City Area
HSBC Years September 2014 - Present
Job Vice President, Senior Global Cash Management Sales Officer at HSBC
Industry Financial Services
Experience
HSBC   September 2014 - Present
JP Morgan Chase   May 2011 - Present
DTCC   October 2009 - May 2011
Americas' Central Securities Depository Association (ACSDA)   2007 - May 2011
DTCC   May 2007 - October 2009

Skills
CRM, Product Management, Relationship Management, Back Office, Leadership, Equities, Customer Service, Market Research, Finance, Financial Services, Capital Markets, Securities, Project Management, Customer Satisfaction, International Treasury..., Cash Management, Global Cash Management, Liquidity Management, Risk Management, Data Analysis, Strategy, Management, Banking, Program Management

Education
New York University   2010 — 2012
M.S., Global Affairs

Duke University   2003 — 2007
B.A., Spanish Studies, English Literature

Universidad CEU San Pablo   2006 — 2006
International Relations, Spanish Studies

Tianyang ZhaoTianyang Zhao Philadelphia, Pennsylvania
HSBC Years May 2012 - July 2012
Job Graduating Senior at Drexel University
Industry Financial Services
Experience
JPMorgan Chase   March 2013 - September 2013
Drexel University   October 2012 - March 2013
China Merchants Securities Co., Ltd.   July 2012 - September 2012
HSBC   May 2012 - July 2012
BlackRock   March 2011 - September 2011
KPMG China   July 2010 - August 2010

Skills
Finance, Auditing, SAP GL, Essbase, Bloomberg Terminal, Xterm, BlackRock Aladdin, Visual Basic, Access, Python, SQL, Microsoft Excel, Market Research, Financial Analysis, Financial Reporting, Securities, Valuation, Problem Solving, Analytical Skills

Education
Drexel University   2009 — 2014
Bachelor of Science in Business Administration, Accounting and Finance

Xiaoyun YangXiaoyun Yang San Francisco Bay Area
HSBC Years January 2007 - August 2011
Job Supple Demand Planner at Apple
Industry Banking
Experience
Apple   August 2015 - Present
FICO Professional Service   August 2011 - August 2012
HSBC   January 2007 - August 2011

Skills
Credit Risk, Risk Management, Strategy, Credit, Basel II, Predictive Modeling, Portfolio Management, Credit Scoring, Statistical Modeling, SAS, Banking, Analysis, Finance, Management, Retail Banking

Education
Santa Clara University - Leavey School of Business   2014 — 2015
Master's degree, Financial Analysis, Business Valuation, Corporate Finance, Beta Gammer Sigma Membership(Top 10% student)

East China Normal University   2003 — 2007
Bachelor, Statistics

Jason HuiJason Hui Greater Seattle Area
HSBC Years 2007 - 2007
Job Program Manager at Microsoft
Industry Computer Software
Experience
Microsoft   July 2014 - Present
Google   May 2013 - August 2013
Yanko Design International   2004 - 2012
HSBC   2007 - 2007
SAP   2006 - 2006

Skills
Product Management, Business Strategy, Business Development, Analytics, Strategy, Data Analysis, Business Intelligence, Social Media, Competitive Analysis, Marketing

Education
Duke Fuqua School of Business   2012 — 2014
Master of Business Administration (MBA)

The London School of Economics and Political Science (LSE)   2014 — 2014
Exchange

The University of British Columbia   2002 — 2008
BSc, Computer Science

Duke University   2012 — 2014

Michael AshleyMichael Ashley Atlanta, Georgia
HSBC Years June 2007 - April 2010
Job Digitas VP Group Director, Creative
Industry Marketing and Advertising
Experience
DigitasLBi_US   April 2015 - Present
Mullen   February 2014 - March 2015
BBDO   February 2012 - February 2014
Freelance   October 2011 - February 2012
JWT   2005 - October 2011
HSBC   June 2007 - April 2010
Arnika   2001 - 2005
Freelance   1996 - 2001
The Martin Agency   2000 - 2000

Skills
Art Direction, Copywriting, Creative Direction, Creative Strategy, Advertising, Concept Development, 360 Campaigns, Television, Integrated Marketing, Interactive Advertising, Digital Media, Magazines, Interactive Marketing, Outdoor Advertising, Art, Digital Strategy, Brand Development, Branding & Identity, Branding, Graphic Design, Digital Marketing, Content Development, Broadcast Television, Social Media Marketing, Publicity Stunts, Product Development, Product Design, Product Launch, Entrepreneurship

Education
VCU Adcenter   1999 — 2001
Masters, Art Direction

East Carolina University   1990 — 1994
BS, Communications

Gina ButlerGina Butler Lakeland, Florida Area
HSBC Years April 2003 - March 2009
Job Stay At Home Mom; Volunteer
Industry Financial Services
Experience
Fifth Third Bank   March 2009 - June 2012
HSBC   April 2003 - March 2009
Performance Plus Marketing   January 2001 - March 2003

Skills
Banking, Strategic Financial..., Finance, Loans, Sales Management, Leadership, Team Building, Consumer Lending, Cash Management

Education
East Carolina University   1997 — 2000
B.S., Finance

Derreck ForemanDerreck Foreman Philadelphia, Pennsylvania
HSBC Years August 2008 - February 2009
Job Director of Training, Call Center Division
Industry Financial Services
Experience
New Penn Financial, LLC   February 2012 - Present
1st Choice Mortgage/Equity Corp. of Lexington d.b.a East Carolina Mortgage   February 2009 - February 2012
HSBC   August 2008 - February 2009
HSBC - Consumer Lending   September 2003 - August 2008

Skills
Mortgage Lending, FHA, Loans, Credit, Mortgage Banking, Real Estate, Refinance, Residential Mortgages, Credit Analysis, Underwriting, Loan Origination, Banking, First Time Home Buyers, Consumer Lending, Investments, Leadership, Finance, Training, USDA, Employee Training, Customer Service, Sales, Foreclosures, VA loans, VA Loans

Education
East Carolina University   1996 — 2000
Bachelors, Business

Brian YooBrian Yoo Greater New York City Area
HSBC Years June 2008 - August 2008
Job Director, Corporate Strategy at CA Technologies
Industry Management Consulting
Experience
CA Technologies   November 2011 - Present
Lab Consulting Partnership, Inc.   June 2010 - November 2011
Crucible Capital Group, Inc.   June 2009 - May 2010
HSBC   June 2008 - August 2008
Microsoft   June 2005 - July 2007

Skills
Analysis, Investments, Management Consulting, Business Strategy, Strategy, Strategic Planning, M&A analysis, Business Analysis, Process Improvement, Business Process..., Financial Analysis, Project Management, Change Management, Leadership, Go-to-market Strategy, Product Management, Competitive Analysis, Sales Management, Cross-functional Team..., Executive Management, Mergers & Acquisitions

Education
Duke University - The Fuqua School of Business   2007 — 2009
MBA, Concentrations in Finance (Investment) and Marketing (Market Analysis and Strategy)

Yonsei University   1999 — 2005
Bachelor

Mark TurtonMark Turton United States
HSBC Years March 2004 - May 2012
Job Enterprise Technology Architect | Business Systems Consultant | Fraud Systems | Credit Cards | Integration | Analytics
Industry Information Technology and Services
Experience
Completely Computers   September 2015 - Present
Capital One   May 2012 - September 2015
HSBC   March 2004 - May 2012
HSBC   January 2001 - March 2004
Household International   March 1997 - January 2001
Completely Computers   January 1981 - December 1997
Basix   August 1996 - November 1996
Stater Bros. Markets   October 1991 - August 1996
The Chi Company   February 1987 - October 1989
ComputerLand   August 1983 - February 1987

Skills
Business Analysis, DB2, COBOL, Credit Cards, SDLC, Mainframe, Vendor Management, JCL, Requirements Analysis, CICS, Unix, Software Project..., Business Requirements, Data Warehousing, Project Management, Access, Banking, Visio, MVS, Business Intelligence, VSAM, TSO, Fileaid, Integration, Quality Center, Relationship Management, ETL, Websphere, Analytics, Resource Management, Technology Architecture, Fraud, Technology Integration

Education
University of Redlands   2000 — 2002
BSBAM, Business Administration, Summa Cum Laude

Control Data Institute
AA, Computer Programming

East Central University
Business Administration and Management, General

Riverside Community College
Business Administration and Management, General

University of California, Irvine
Medicine

University of California, Riverside
Business Administration and Management, General

Sumita ChandrasekharSumita Chandrasekhar United States
HSBC Years 2006 - 2008
Job Instructional Designer/Learning & Development Professional
Industry Education Management
Experience
International Rescue Committee   February 2013 - Present
Ralph Lauren Digital & Global E-Commerce   2012 - 2013
BAYADA Home Health Care   October 2009 - April 2012
HSBC   2006 - 2008

Skills
Instructional Design, E-Learning, Blended Learning, Adult Education, Training, Instructor-led Training, Captivate, SnagIt, Leadership Development, Learning Management, Hands-on Training, Training Delivery, Instructional Technology, Multimedia, Technical Writing, Performance Improvement, Software Documentation, Blogging, Curriculum Development

Education
Drexel University   2010 — 2012
Master of Science, Learning Technologies

Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts, Economics and Psychology

Tian FangTian Fang Greater Philadelphia Area
HSBC Years June 2013 - September 2013
Job Equity Analyst at Drexel University Dragon Fund
Industry Financial Services
Experience
Deloitte   March 2015 - September 2015
Goldman Sachs   March 2014 - September 2014
HSBC   June 2013 - September 2013
Shanghai Jinjiang Automobile Service Co., Ltd.   July 2011 - August 2012

Skills
Leadership, Investments, Mergers & Acquisitions, Financial Modeling, Due Diligence, Valuation, Market Sizing, Market Research, Investment Management, Entrepreneurial Finance, Personal Finance, Financial Analysis, International Networking, Microsoft Office, Financial Accounting, Equity Research

Education
Drexel University   2012 — 2017
Bachelors of Science in Business Administration, Finance, Legal Studies, 3.8

Shanghai Foreign Language School   2005 — 2012
Middle School, High School

Joseph WattJoseph Watt Durham, North Carolina
HSBC Years August 2012 - May 2013
Job MBA Candidate at Fuqua School of Business
Industry Education Management
Experience
Fuqua School of Business   July 2015 - Present
Meritas International Family of Schools   August 2014 - June 2015
Meritas Family of Schools   June 2013 - August 2014
HSBC   August 2012 - May 2013
HSBC   July 2010 - August 2012

Skills
Financial Analysis, Financial Modeling, Corporate Finance, Due Diligence, Strategic Planning, Market Analysis, Cash Flow Forecasting, Capital Project Planning

Education
Duke University - The Fuqua School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

University of Illinois at Urbana-Champaign - College of Business   2006 — 2010
Bachelor of Science (B.S.), Finance

University of Illinois at Urbana-Champaign - College of Business   2006 — 2010
Bachelor of Science (B.S.), Accounting

Irina ChaplyginaIrina Chaplygina Raleigh-Durham, North Carolina Area
HSBC Years May 2009 - August 2009
Job MBA Candidate at Duke University The Fuqua School of Business
Industry Marketing and Advertising
Experience
Mosaic Sales Solutions   March 2014 - May 2015
Mosaic Sales Solutions   October 2013 - February 2014
Mosaic Sales Solutions   October 2012 - September 2013
Espresso   August 2011 - March 2012
Prep101   September 2010 - April 2011
Saatchi & Saatchi   June 2010 - August 2010
HSBC   May 2009 - August 2009

Skills
Event Planning, PowerPoint, Advertising, Word, Excel, Russian, Microsoft Excel, Microsoft Word, Teamwork, Account Management, Marketing, Market Research, Marketing Communications, Integrated Marketing, Facebook, Sales, Customer Service, Marketing Research, Relationship Marketing, Online Marketing, Event Management, Time Management, Team Leadership, Marketing Strategy, Public Relations

Education
Duke University - The Fuqua School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

University of Toronto   2007 — 2011
Bachelor of Commerce (B.Com.), Specialist in Commerce and Finance, Major in Economics

Barbara LowensteinBarbara Lowenstein San Francisco Bay Area
HSBC Years September 2001 - April 2003
Job Owner at Loyal Pet Shop
Industry Real Estate
Experience
Loyal Pet Shop   January 2015 - Present
Coldwell Banker   July 2013 - Present
Barbara Sari Photography   September 2005 - Present
Wells Fargo   February 2012 - October 2012
Fremont Bank   July 2009 - February 2012
JPMorgan Chase   August 2005 - January 2009
Wells Fargo Home Mortgage   April 2003 - August 2005
HSBC   September 2001 - April 2003
COMHAR - Open Door Clubhouse   June 2000 - September 2001

Skills
project management, Direct Mail, Creative Development, Product Management, Market Research, Customer Relations, Product Development, Analysis, Fundraising, Non-profits, Event Management, Event Planning, Administrative Work, Creative Direction, Project Management, Relationship Management, CRM, Strategy, Marketing, Nonprofits, Sales Management, Leadership, Product Marketing, Direct Marketing, Management, Training, Customer Service, Program Management, Sales, Competitive Analysis, Analytics, Cross-functional Team..., Time Management, Customer Experience, Human Resources, Budgets, Financial Services, Vendor Management, Copywriting

Education
Drexel University - LeBow College of Business   2000 — 2004
MBA, Marketing

Drexel University   1997 — 2000
Bachelor of Science, Psychology

Kun XuKun Xu New York, New York
HSBC Years April 2012 - July 2012
Job Financial Services Advisory at EY
Industry Financial Services
Experience
EY   February 2015 - Present
The Boston Consulting Group   September 2014 - January 2015
Credit Suisse   August 2014 - September 2014
Morgan Stanley   May 2014 - July 2014
Industrial and Commercial Bank of China, New York   March 2014 - March 2014
CFA Society Cleveland   June 2013 - March 2014
Flack Steel   October 2013 - December 2013
iVideo Technologies   June 2013 - August 2013
HSBC   April 2012 - July 2012
Nielsen   December 2011 - February 2012

Skills
Financial Modeling, Microsoft Excel, SAS, PowerPoint, Risk Management, Valuation, Data Analysis, Visual Basic, Bloomberg Terminal, Statistics, Equity Research, Corporate Finance, VBA, Bloomberg, Access, Capital IQ, Mandarin, Fixed Income, Investments, SQL, Structured Notes, Monte Carlo Simulation, Mergers & Acquisitions, Piano, Analysis, Finance, Portfolio Management

Education
Case Western Reserve University - Weatherhead School of Management   2012 — 2013
Risk Management; Fixed Income&Derivatives; Financial Modelling;Advanced Corporate Finance;

East China University of Science and Technology   2008 — 2012
Bachelor's degree, International Economics and Trade, 3.7

Scott AmoneScott Amone Norfolk, Virginia Area
HSBC Years 2003 - 2012
Job Client Relations Team Manager with a Customer Focused Approach, Leader and Mentor of Associates to Drive Results
Industry Financial Services
Experience
Capital One   May 2012 - May 2015
HSBC   2003 - 2012
Household International   1998 - 2003
Beneficial Finance   July 1990 - September 1998

Skills
Banking, Credit, Call Centers, Risk Management, Team Leadership, Business Analysis, Customer Service, Vendor Management, Team Building, Process Improvement, Operations Management, Customer Satisfaction, Sales Management, Leadership, Change Management, Employee Training, Credit Cards, Management, Financial Services, Microsoft Office, Portfolio Management, Relationship Management, Loans, Credit Risk

Education
Dutchess Community College
Associate’s Degree, Business Administration and Management, General

Poughkeepsie High School

Benjamin KristoffBenjamin Kristoff Charlotte, North Carolina Area
HSBC Years January 2001 - October 2007
Job Financial Center Manager at Fifth Third Bank
Industry Banking
Experience
Fifth Third Bank   February 2011 - Present
Wachovia Bank   January 2007 - February 2011
HSBC   January 2001 - October 2007
FDIC   January 1997 - December 1997

Skills
Banking

Education
East Carolina University   1998 — 2001
BSBA, Business Management

Pitt Community College
Associates of Arts Degree, Business Administration

Rockville High School   1992 — 1995
diploma, General Studies

Xiaodong (Sheldon) ZhaiXiaodong (Sheldon) Zhai Raleigh-Durham, North Carolina Area
HSBC Years March 2013 - April 2013
Job Quantitative Summer Analyst at Eldorado Trading Group
Industry Financial Services
Experience
Fuqua School of Business   March 2015 - Present
Duke University   February 2015 - Present
Eldorado Trading Group   June 2015 - August 2015
International Poverty Reduction Center in China (IPRCC)   March 2013 - May 2014
HSBC   March 2013 - April 2013
Citi   October 2012 - December 2012
Agricultural Bank of China   July 2012 - September 2012

Skills
Quantitative Finance, Trading Strategies, Python, Matlab, Time Series Analysis, Stata, Financial Analysis, Corporate Finance, R, Unix, Object-oriented..., C, Java, Algorithm Design, Fixed Income Analysis, Eviews, SPSS, Microsoft Office, Information Management, Information Systems, Economic Development, Public Policy, Racket, Microsoft Excel, PowerPoint, Data Analysis

Education
Duke University   2014 — 2016
Master of Science (M.S.), Economics and Computer Science

University of International Business and Economics   2009 — 2013
Bachelor's Degree, Finance, General, 3.7

Ying FangYing Fang Greater Philadelphia Area
HSBC Years June 2005 - February 2008
Job Staff Accountant at CDI Corporation
Industry Accounting
Experience
CDI Corporation   July 2014 - Present
Gramercy Property Trust   March 2014 - June 2014
Timothy Haahs & Associates, Inc.   March 2012 - July 2013
Drexel University   November 2010 - February 2012
HSBC   June 2005 - February 2008
Bank of Shanghai   August 2004 - June 2005
BNP Paribas   July 2002 - August 2002

Skills
Individual Taxation, Corporate Taxation, Auditing Theory &..., Managerial Accounting, Advanced Financial..., Asset Val Income..., Liability and Equity...

Education
Drexel University   2009 — 2011
Master of Science, Accounting

Tongji University   1999 — 2004
Bachlor of Science, Finance and Economics

Yayuan HuYayuan Hu Greater New York City Area
HSBC Years December 2010 - June 2011
Job Senior Analyst, Data Science & Advanced Analytics at TE Connectivity
Industry Information Technology and Services
Experience
TE Connectivity   December 2013 - Present
Comrise   May 2013 - December 2013
Purdue University   January 2013 - May 2013
Purdue University   January 2012 - May 2013
HSBC   December 2010 - June 2011
FacilityOne Consulting   July 2010 - September 2010

Skills
Data Analysis, Statistical Modeling, R, SAS, SPSS, VBA, Python, Data Mining, Time Series Analysis, Tableau, Mathematical Modeling, Matlab, SQL, LaTeX, C++, Monte Carlo Simulation, Risk Management, Data Science, Predictive Modeling, Quantitative Finance, Computational Finance, Lingo

Education
Purdue University   2011 — 2013
Master of Science (MS), Statistics, 3.8/4.0

East China Normal University   2007 — 2011
Bachelor of Science (BS), Applied Mathematics

huan zhouhuan zhou Philadelphia, Pennsylvania
HSBC Years September 2015 - Present
Job Marketing and Finance
Industry Marketing and Advertising
Experience
HSBC   September 2015 - Present
Bentley Systems   September 2014 - August 2015
Magnolia silver Jewellery Group   October 2013 - April 2014
Catherines Stores Corporation   October 2012 - April 2013

Skills
Marketing, Microsoft Office, Photoshop, SAS, Adobe Analytics, Event Planning, Marketing Strategy, Teamwork, Chinese, PowerPoint, Research, Microsoft Word, Email Marketing, Social Media Marketing, Microsoft Excel, Direct Marketing, Customer Service, Fashion, E-commerce, Outlook, Video Scripts, Marketing Research, Online Advertising, Lync, Adobe Social, Google Adwords, SEO, Sitecore

Education
Drexel University - College of Business and Administration   2011 — 2015
Bachelor’s Degree, Marketing and Finance, 3.65

Greg OlijnykGreg Olijnyk Greater Philadelphia Area
HSBC Years November 2013 - Present
Job Relationship Manager at HSBC
Industry Banking
Experience
HSBC   November 2013 - Present
Royal Bank America   September 2011 - November 2013
Royal Bank America   July 2010 - September 2011
DataQ Internet Equipment Company   January 2009 - March 2009
Valley Forge Asset Management Corporation   March 2008 - September 2008

Skills
Commercial Lending, Loans, Credit Analysis, Portfolio Management, Small Business Lending, Finance, Cash Flow, Business Development, Analysis, Commercial Banking, Credit, Banking, Commercial Mortgages, Lines Of Credit, Cross Selling

Education
Moody's Credit Training   2014 — 2014

Risk Management Association   2011 — 2011
Commercial Lending Academy I

Drexel University   2008 — 2010
Bachelor of Science in Business Administration, Finance

Prashanth HalappaPrashanth Halappa Durham, North Carolina
HSBC Years 2009 - 2011
Job MBA Candidate at the Fuqua School of Business, Duke University
Industry Financial Services
Experience
Amazon Web Services   July 2015 - Present
American Airlines   June 2014 - August 2014
Goldman Sachs   2011 - 2013
HSBC   2009 - 2011
Naabo Solutions   2007 - 2008

Skills
Analytics, Business Strategy, Management Consulting, Entrepreneurship, Big Data, Strategy, Financial Modeling, Business Planning, Marketing Strategy, Start-ups, Product Management, Predictive Modeling

Education
Fuqua School of Business, Duke University   2013 — 2015
Master of Business Administration (MBA), Strategy and Decision Science

National Institute of Technology Karnataka   2005 — 2009
B.Tech

CFA Institute
Passed Level 1 of the CFA Program

StartingBloc
Fellow

Alex AmponsahAlex Amponsah New Castle, Delaware
HSBC Years September 2014 - Present
Job Senior Quality Assurance Analyst at HSBC
Industry Financial Services
Experience
HSBC   September 2014 - Present
HSBC   August 2012 - Present
HSBC Bank North America   August 2012 - Present

Skills
KYC, OFAC, Financial Analysis, Anti Money Laundering, Risk Management, Management, Due Diligence, Analysis, Operational Risk..., Bank Secrecy Act, USA PATRIOT Act, PowerPoint

Education
Drexel University - College of Business and Administration   2009 — 2012
MBA, Finance and Financial Management Services

Roman JablonskyjRoman Jablonskyj Greater New York City Area
HSBC Years October 2014 - Present
Job Equity Derivatives Sales Assistant, HSBC
Industry Financial Services
Experience
HSBC   October 2014 - Present
Morgan Stanley   December 2013 - September 2014
Valeant Pharmaceuticals   June 2013 - July 2013
Oppenheimer & Co.   May 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Financial Analysis, Microsoft Word, Economics, Investments, SPSS, Research, Mutual Funds, Social Media, Data Analysis, Public Speaking, Social Networking, Customer Service, Equities

Education
Drew University   2010 — 2013
BA Business Studies

Patrick HeinemannPatrick Heinemann Durham, North Carolina
HSBC Years June 2015 - August 2015
Job MBA Candidate at The Fuqua School of Business Duke University
Industry Venture Capital & Private Equity
Experience
Fuqua School of Business, Duke University   August 2014 - Present
HSBC   June 2015 - August 2015
RW Endeavor   April 2011 - May 2014
Mazars   January 2009 - June 2011
GE Healthcare   June 2007 - December 2008

Skills
Corporate Finance, Financial Modeling, Financial Analysis, Valuation, Private Equity, Investment Banking, Due Diligence, Mergers & Acquisitions, Portfolio Management, Capital Markets, Structured Finance, Business Strategy, Finance, Investments, Risk Management, Emerging Markets, Banking, Strategic Financial..., Management Consulting, Project Finance

Education
Duke University - The Fuqua School of Business   2014 — 2016
Master of Business Administration (MBA), MBA Candidate, Class of 2016

Universidad Iberoamericana, Ciudad de México   2005 — 2009
Ingeniería Industrial

Vistahermosa   2001 — 2004

Larry Gilmore, CMB, AMPLarry Gilmore, CMB, AMP Greater New York City Area
HSBC Years July 2015 - Present
Job Vice President, National Community Lending at HSBC
Industry Banking
Experience
HSBC   July 2015 - Present
Home Care Assistance of Southern Fairfield County   December 2013 - Present
Gilmore Consulting Group, LLC   November 2007 - July 2015
Hope LoanPort   September 2009 - August 2011
HOPE NOW Alliance   2007 - January 2010
Option One Mortgage   2004 - 2007
Mortgage Bankers Association   2000 - 2004
Wells Fargo Home Mortgage   1996 - 2000

Skills
Mortgage Banking, Risk Management, Residential Mortgages, Fundraising, Program Management, Non-profits, Strategic Planning, Mortgage Lending, Leadership, Loans, Policy, Public Relations, Strategic Partnerships, Community Outreach, Business Development, Management, Strategy, Analysis, Mergers & Acquisitions, Training, Nonprofits, Banking, Financial Services, Team Building, Process Improvement, Loan Origination, Executive Management, Credit, Public Speaking, Finance, CRM, Investments, Loan Servicing, Government, Community Development, Loss Mitigation, Mortgage Servicing, Marketing Strategy, Real Estate Economics

Education
Drake University   1994 — 1996
Masters in Public Administration, Organizational Development And Public Policy

Iowa State University   1990 — 1994
Bachelors of Science, Community and Regional Planning

Joyce ArellanoJoyce Arellano Greater Chicago Area
HSBC Years June 2004 - December 2006
Job Coordinator of Information & Digital Services at Franklin Park Public Library District
Industry Libraries
Experience
Franklin Park Public Library District   February 2013 - Present
Franklin Park Public Library District   November 2011 - February 2013
Franklin Park Public Library District   April 2008 - October 2011
Northlake Public Library District   July 2007 - April 2008
VIlla Park Public Library   January 2007 - April 2008
HSBC   June 2004 - December 2006
Franklin Park Public Library District   June 2000 - November 2004

Skills
Research, Library, Customer Service, Archives, Information Management, Proofreading, Books, Collection Development, Library Science, Editing, Information Literacy, Microsoft Excel, Social Media, Public Libraries, Community Outreach, Library Management, Cataloging, Library Reference, Virtual Reference, Library Programming, Reader's Advisory, Library 2.0, Electronic Resources, Library Research

Education
Drexel University   2007 — 2009
Master of Science, Library and Information Science

University of Illinois at Chicago   1999 — 2004
Bachelor of Science, Accounting

Anirban SinhaAnirban Sinha San Francisco, California
HSBC Years 2007 - 2010
Job Associate
Industry Investment Banking
Experience
DLC   October 2014 - Present
Chevron   May 2013 - May 2014
Astrina Capital   October 2011 - April 2013
HSBC   2007 - 2010
Standard Chartered Bank   2006 - 2007
HDFC Bank   2005 - 2006

Skills
Financial Modeling, Mergers, Valuation, Corporate Finance, Investment Banking, Enterprise Valuation, Mergers & Acquisitions, Private Equity, Equity Research, Capital Markets, Derivatives, Bloomberg, Hedge Funds, Fixed Income, Equity Valuation, Financial Analysis

Education
Drexel University   2010 — 2012
MBA, Finance2012

Jeff (Jiafu) WangJeff (Jiafu) Wang Ann Arbor, Michigan
HSBC Years June 2011 - August 2011
Job Student at University of Michigan
Industry Research
Experience
Duke University   May 2014 - May 2015
Stanford University   June 2012 - August 2012
HSBC   June 2011 - August 2011

Skills
Research, Microsoft Office, Stata, Matlab, Data Analysis, LaTeX, Statistics, Economics, R, Microsoft Word, C++

Education
University of Michigan   2015 — 2020
Doctor of Philosophy (Ph.D.), Economics

Duke University   2013 — 2015
Master of Arts (M.A.), Econometrics and Quantitative Economics

Indiana University Bloomington   2009 — 2013
Bachelor of Arts (B.A.), Economics

Indiana University Bloomington   2009 — 2013
Bachelor of Science (B.S.), Mathematics

Crystal LuoCrystal Luo Orlando, Florida
HSBC Years May 2009 - July 2009
Job Sourcing Specialist at the Walt Disney Company
Industry Financial Services
Experience
The Walt Disney Company   May 2012 - Present
Best Practices, LLC   October 2011 - February 2012
UBS Investment Bank   May 2011 - July 2011
Standard Chartered Bank   July 2010 - September 2010
China Jianyin Investment Securites   July 2009 - September 2009
HSBC   May 2009 - July 2009

Skills
Bloomberg Terminal, Excel, PowerPoint, Capital IQ, Capital Markets, Microsoft Office, Presentation Development, SAS/SQL, Access, Matlab, SAP, Ariba, AMOS, Financial Analysis, Data Analysis, Statistical Modeling

Education
Duke University - The Fuqua School of Business   2011 — 2012
MMS, Management Studies

University of Macau   2007 — 2011
BS, Finance

Indiana University of Pennsylvania   2008 — 2009
Exchange Study, Finance

Universität Wien / University of Vienna   2008 — 2008
Summer Study, International Relations and Affairs

Susan TannehillSusan Tannehill Charlotte, North Carolina Area
HSBC Years August 1976 - March 1984
Job Sr Managing Director and Chief Investment Officer TIAACREF Trust Co, FSB & Board Member Private Co. & Philanthropies
Industry Financial Services
Experience
TIAA-CREF   January 2005 - Present
PNC Advisors   April 2000 - December 2004
American Express   February 1991 - November 1999
Prudential Insurance   March 1984 - January 1991
HSBC   August 1976 - March 1984

Skills
Investments, Portfolio Management, Management, Asset Allocation, Series 7, Alternative Investments, Asset Management, Wealth Management, Mutual Funds, Fixed Income, Equities, Series 63, Hedge Funds, Investment Management, Investment Strategies, Securities, Capital Markets, Investment Advisory, Financial Services, Bloomberg, Strategic Financial..., Banking, Risk Management, Estate Planning, Investment Banking, Strategy, Retirement Planning, Valuation, Retirement, Strategic Planning, Bonds, Business Strategy, Leadership, Finance, Financial Risk, Financial Analysis

Education
Fordham University - Graduate School of Business Administration   1983 — 1986
MBA, Finance

Duke University   1972 — 1976
AB, Economics

University of Michigan - Stephen M. Ross School of Business
Executive Education, Positive Leadership

Jerold (Jerry) McMillenJerold (Jerry) McMillen Washington D.C. Metro Area
HSBC Years August 2015 - Present
Job Americas Head, Financial Crime Compliance Education at HSBC
Industry Banking
Experience
HSBC   August 2015 - Present
U.S. Department of Justice   June 2012 - August 2015
U.S. Department of Justice   April 2010 - June 2012
U.S. Department of Justice   January 2009 - April 2010
U.S. Department of Justice   May 2005 - December 2008
U.S. Department of Justice   January 2001 - May 2005
U.S. Department of Justice   February 1999 - December 2000
U.S. Navy   August 1993 - January 1999

Skills
Criminal Law, International Criminal..., Litigation, Trial Practice, Courts, Trials, Negotiation, Criminal Investigations, Internal Investigations, International Law, Federal Government..., Financial Investigations, Anti Money Laundering, OFAC Sanctions Support, Anti-corruption, Anti-Narcotics, Counterterrorism, Interagency Coordination, International..., Spanish, Asset Forfeiture, mutual legal assistance, International Relations, Overseas Experience, Management, Rule of Law, Criminal Justice Sector..., Military Justice, Diplomacy, Government, Appeals, Legal Writing, Legal Research, Classified Information, Training, University Teaching

Education
Drake University Law School   1990 — 1993
Juris Doctor (J.D.), With Honors

Drake University   1986 — 1990
Bachelor of Arts (B.A.), Double Major: Int'l Relations (emphasis in Latin American Affairs & Int'l Business) & Spanish, "Excellence Award," top Spanish major award. Presidents & Deans Lists.

John TurpenJohn Turpen Greater Minneapolis-St. Paul Area
HSBC Years January 2007 - July 2009
Job SVP, Chief Risk Officer at US Bank Specialized Industries & Finance
Industry Financial Services
Experience
US Bank - Specialized Industries & Finance   July 2009 - Present
HSBC   January 2007 - July 2009
Wells Fargo   2000 - 2007
Provident Bank   1998 - 2000
Wells Fargo Card Services   1997 - 1999

Skills
Risk Management, Portfolio Management, Credit, Credit Risk, Banking, Loans, Finance, Financial Risk, Credit Analysis, Financial Analysis, Management, Executive Management, Credit Cards, Mergers & Acquisitions, Financial Services, Consumer Lending, Leadership, Financial Modeling, Commercial Banking, Commercial Lending

Education
Drake University   1996 — 1997
MBA, Accounting

Drake University   1989 — 1991
BA, Finance

Michele NeffMichele Neff Greater Chicago Area
HSBC Years November 2004 - May 2009
Job at PNC Mortgage
Industry Financial Services
Experience
PNC Mortgage   February 2010 - Present
HSBC   November 2004 - May 2009
HSBC   June 2002 - October 2004
Household Finance   May 1997 - May 2002
Household Finance   December 1985 - April 1997

Skills
Process Improvement, Leadership, Management, Policy and Procedure..., Risk Management, Credit, Banking, Mortgage Lending, Financial Risk, Credit Risk, Loans, Mortgage Underwriting, Consumer Lending, Governance, Policy, Software Documentation, Training, Underwriting

Education
Drake University   1981 — 1985
BS, Business Administration

Michelle LanskyMichelle Lansky Greater Chicago Area
HSBC Years December 1996 - November 2007
Job Business Analyst at Edward Don & Company
Industry Wholesale
Experience
Edward Don & Company   November 2007 - Present
HSBC   December 1996 - November 2007

Skills
Stakeholder Management, Process Improvement, Project Delivery, Integration, PMP, Project Management, Requirements Gathering, Vendor Management, Cross-functional Team..., Requirements Analysis, SDLC, Analysis, Business Analysis, Project Portfolio..., Program Management, Visio

Education
Roosevelt University   1998 — 2001
Master of Business Administration (M.B.A.)

Drake University   1992 — 1996
Bachelor's Degree, English

Rob MildebrandtRob Mildebrandt Greater Minneapolis-St. Paul Area
HSBC Years December 2005 - Present
Job Vice President and Director, Corporate Information Managment at HSBC
Industry Financial Services
Experience
HSBC   December 2005 - Present
Metris Companies   May 2001 - December 2005
Federated Department Stores   April 1993 - November 2000

Skills
Credit Cards

Education
Drake University   1980 — 1984

Todd HalsteadTodd Halstead San Francisco Bay Area
HSBC Years November 2006 - September 2013
Job VP SOX SEC Controls Manager at Union Bank
Industry Financial Services
Experience
HSBC   November 2006 - September 2013
Allstate Insurance Company   June 1978 - May 2006

Skills
GAAP, SOX, Accounting, Compliance Testing, Internal Controls, Operations Management, Sarbanes-Oxley Act, Financial Analysis, Process Improvement, Management, Finance, Analysis, Banking, Sarbanes-Oxley, Insurance, Mergers & Acquisitions

Education
Drake University   1974 — 1978
Bachelor of Science in Business Administration, Accounting

Cherry Creek High School   1971 — 1974

Kavita JacobsKavita Jacobs Greater New York City Area
HSBC Years 2003 - 2008
Job Owner and CEO Sexiguru, LLC
Industry Apparel & Fashion
Experience
Sexiguru   DirectorHSBC SecuritiesAugust 2000 - April 2008
HSBC   2003 - 2008
Dresdner   2003 - 2004
IntesaBCI   2000 - 2003
Bank of Montreal   1994 - 1998

Education
New York University - Leonard N. Stern School of Business   1993 — 1994
MBA, Finance and International Business

Cathedral and John Connon School

Drew University

Rick GuerraRick Guerra New York, New York
HSBC Years January 2000 - January 2001
Job Global Head of Fund Risk at Standard Chartered
Industry Banking
Experience
Standard Chartered Bank   September 2008 - Present
ABN AMRO   December 2001 - September 2008
HSBC   January 2000 - January 2001
Republic National Bank   January 1998 - January 2000
Chase Manhattan Corporation   July 1996 - January 1998

Education
Drew University   1992 — 1996

David SkibickiDavid Skibicki Greater Philadelphia Area
HSBC Years May 2008 - January 2009
Job Director Financial Planning & Analysis at Sallie Mae
Industry Financial Services
Experience
Sallie Mae   May 2009 - Present
HSBC   May 2008 - January 2009
HSBC Card & Retail Services / Household International   1998 - 2008
Household International / Beneficial Corp.   October 1991 - December 1998

Skills
Process Improvement, Forecasting, Call Centers, Budgets, Quality Assurance, Credit, Strategic Financial..., Credit Cards, Financial Services, Risk Management, Banking, Credit Risk, Management, Strategic Planning, Leadership, Vendor Management, Relationship Management, Analytics, Change Management, Business Analysis

Education
Drexel University   2000 — 2005

University of Delaware   1984 — 1989

Delcastle Vo-Tech   1981 — 1984

Dan FavuzzaDan Favuzza Greater Philadelphia Area
HSBC Years October 1992 - March 2004
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   August 2013 - Present
Capital One   September 2012 - August 2013
ING Direct USA   March 2004 - September 2012
ING DIRECT   March 2004 - September 2012
HSBC   October 1992 - March 2004

Skills
Six Sigma Green Belt, Banking, Risk Management, Financial Risk, Process Improvement, Portfolio Management, Fixed Income, Internet Banking, Financial Services

Education
University of Pennsylvania - The Wharton School   2002 — 2006
MSE, Management of Technology

Drexel University
Bachelor of Science, Business Administration; Management Information Systems

Aditya NarvekarAditya Narvekar New York, New York
HSBC Years January 2011 - Present
Job Senior Associate at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co.   January 2013 - Present
HSBC   January 2011 - Present
Susquehanna International Group   June 2005 - December 2010

Skills
Sybase, Database Design, ETL, VBA, PL/SQL, C#, Unix Shell Scripting, Perl, Informatica, Data Warehousing, Data Mining

Education
New York University - Leonard N. Stern School of Business   2013 — 2016
Master of Business Administration (M.B.A.), Finance and Entrepreneurship

Drexel University   2004 — 2006
Master's degree, Information Technology

Mumbai University   1999 — 2003
Bachelor of Science (BS), Computer Engineering

Auritro ChatterjeeAuritro Chatterjee New York, New York
HSBC Years March 2013 - June 2015
Job Corporate and Investment Bank
Industry Banking
Experience
J.P. Morgan   June 2015 - Present
HSBC   March 2013 - June 2015
EMC   May 2011 - August 2012
T3 Capital Management LLC   October 2010 - March 2011
Standard Chartered Bank   March 2008 - September 2008

Skills
Bloomberg Terminal, Equity Research, Equity Trading, Risk Management, Public Speaking, Equities, Data Analysis, Financial Analysis

Education
Drexel University   2005 — 2010
Bachelor of Science, Economics and International Business

Jeffrey W. GlassJeffrey W. Glass Greater Chicago Area
HSBC Years 2012 - 2014
Job Technical Project Manager at AbbVie
Industry Information Technology and Services
Experience
AbbVie   February 2014 - Present
HSBC   2012 - 2014

Skills
Business Analysis, PMO, SDLC, Project Delivery, Requirements Analysis, Stakeholder Management

Education
Drexel University
Bachelor of Science (BS)

Spencer BeatonSpencer Beaton Greater New York City Area
HSBC Years 1986 - 1994
Job FX Trader at RJ O'Brien & Associates LLC
Industry Financial Services
Experience
RJ O'Brien & Associates LLC   August 2015 - Present
Jefferies & Company   July 2011 - July 2015
Prudential Financial   May 2005 - July 2011
Bank of America   1994 - 2005
HSBC   1986 - 1994

Skills
Hedge Funds, Fixed Income, Securities, Bloomberg, Equities, Investment Banking, Capital Markets, Valuation, Financial Modeling, Trading, Derivatives, FX Options, Financial Markets, Foreign Exchange, Currency

Education
Drexel University   2015 — 2017
Master of Business Administration (M.B.A.), Finance and Financial Management Services

Rutgers, The State University of New Jersey-New Brunswick   2005 — 2010
Bachelor of Arts (B.A.), Political Science and Government

Bob BauersmithBob Bauersmith Greater Philadelphia Area
HSBC Years September 1988 - September 1994
Job Owner, Medical Capital Group
Industry Financial Services
Experience
Medical Capital Group   January 2004 - Present
DVI Financial Services   September 1994 - August 2003
DVI Financial   1994 - 2003
HSBC   September 1988 - September 1994

Skills
Extrusion, New Business Development, Manufacturing, Strategic Planning, Injection Molding, Negotiation, Team Building, Business Planning, Management, Cross-functional Team..., Mergers & Acquisitions, Sales Management, Business Strategy, Executive Management, Contract Negotiation, Budgets, Start-ups, Product Development, Finance, Medical Devices, Forecasting, Operations Management, Financial Analysis, Change Management, Mergers, Credit, Process Improvement, Leadership, Due Diligence, Strategy, Business Development, Sales, Account Management, Risk Management, Portfolio Management, Pricing, Competitive Analysis, Management Consulting, Small Business, Strategic Partnerships, Entrepreneurship, Investments, Venture Capital, Financial Modeling

Education
Drexel University - LeBow College of Business   1977 — 1979
MBA, Business

Villanova University   1967 — 1977
Bachelor of Science (BSc), Accounting and Finance

Olivia MoyOlivia Moy Greater New York City Area
HSBC Years July 2005 - March 2008
Job Vice President at BNY Mellon
Industry Banking
Experience
BNY Mellon   September 2013 - Present
Ally Financial Inc.   January 2012 - September 2013
Societe Generale   March 2008 - August 2011
HSBC   July 2005 - March 2008
JPMorgan Chase   March 2003 - July 2005
Deustche Bank   April 1999 - June 2002

Skills
Business Process..., Collateral Management, Derivatives, Business Analysis, Middle Office, Credit Derivatives, Counterparty Risk, ISDA, Operational Risk, Capital Markets, Fixed Income, Banking, Commodity, Portfolio Management

Education
New York Institute of Technology   2004 — 2006
MBA, Finance

Pace University   1999 — 2002
BBA, Business Management

Drexel University - LeBow College of Business   1997 — 1999
Business Management

Frederic CollotFrederic Collot Greater New York City Area
HSBC Years October 2010 - Present
Job IT Manager at HSBC
Industry Information Technology and Services
Experience
HSBC   October 2010 - Present
HSBC   October 2009 - October 2010
HSBC   December 2008 - October 2009
HSBC   July 2008 - December 2008

Education
Ecole Nationale Supérieure d'Informatique et de Mathématiques Appliquées de Grenoble   2002 — 2006
Master

Dublin City University   2004 — 2005
Master

Catherine DevlinCatherine Devlin Greater Chicago Area
HSBC Years April 2004 - Present
Job Marketing Manager Private Label Credit Cards
Industry Financial Services
Experience
HSBC   April 2004 - Present
Household International   November 1999 - April 2004
Discover Card   September 1997 - November 1999
ICI Dulux Paints Ireland   September 1994 - May 1997
Rekitt & Colman   January 1994 - September 1994

Education
Trinity College Dublin   1994 — 1997
MA, Marketing

Dublin Institute of Technology   1989 — 1993
BSc. Mgmt, Marketing

Christopher VentryChristopher Ventry New York, New York
HSBC Years September 1995 - October 2002
Job Ecommerce, Retail, Early & Growth Stage Executive
Industry Internet
Experience
AGORA Advisors, Inc   January 2013 - Present
Gilt Groupe   July 2011 - July 2013
Gilt Groupe   November 2010 - July 2011
AlixPartners LLP   January 2007 - December 2010
Rogan / Loomstate   September 2008 - March 2009
Kurt Salmon Associates   February 2004 - January 2007
HSBC   September 1995 - October 2002

Skills
Trend Analysis, Consumer Insight, Business Decision Making, Identifying Trends, Management, Strategic Communications, Fashion, Organizational..., Business Strategy, Systems Thinking, Quantitative Analytics, Intercultural..., Internet Entrepreneur, E-commerce, E-commerce Consulting, Global E-commerce, Operations Management, Driving Operational..., Start-ups, Digital Strategy, Merchandising, Marketing, Leadership, Strategy, Retail, Brand Management, Marketing Strategy, Management Consulting

Education
University of Oxford   1993 — 1995
Master of Science (M.S.), Economics and Social History

Duke University   1990 — 1994
BA, Comparative Area Studies, Russian

Bellarmine College Preparatory

Chengchang LiChengchang Li Greater Chicago Area
HSBC Years 2007 - 2011
Job VP at HSBC
Industry Financial Services
Experience
HSBC North America   2000 - Present
HSBC   2007 - 2011

Skills
Credit Cards, Financial Risk, Credit Risk, Risk Management, Predictive Modeling, Basel II, SAS, Analytics, SAS programming, Risk Analytics, Predictive Analytics, Statistical Modeling, Segmentation, Credit Scoring, Time Series Analysis

Education
Duke University   1989 — 1994
Ph.D., Statistics

Gaurav BhargavaGaurav Bhargava Wilmington, Delaware
HSBC Years January 2006 - September 2007
Job
Industry Financial Services
Experience
Capital One   March 2013 - Present
Barclaycard   May 2010 - February 2013
Citi   September 2007 - April 2010
HSBC   January 2006 - September 2007

Skills
Risk Analytics, Credit Risk, Credit Cards, Operational Risk, SAS, Risk Management, Analysis, Analytics, Banking, Business Analysis, Credit, Financial Modeling, Financial Risk, Leadership, Loans, Management, Mortgage Lending, Portfolio Management, Predictive Modeling, Segmentation, Strategy

Education
University of Pennsylvania - The Wharton School   2015 — 2017
Master of Business Administration (M.B.A.)

North Carolina State University   2004 — 2005
Master of Science (MS), Operations Research

Duke University   2003 — 2004
NA, Research Assistant- Material Science

IIT (BHU), Varanasi   1999 — 2003
B.Tech, Ceramic Engineering

Joon-Hee OhJoon-Hee Oh Duluth, Georgia
HSBC Years July 2005 - August 2008
Job Ph.D.
Industry Higher Education
Experience
California State University, East Bay   2015 - 2015
Creighton University   August 2014 - 2015
Georgia State University   August 2010 - May 2014
HSBC   July 2005 - August 2008
Citibank   July 1999 - October 2005

Skills
Financial Modeling, Quantitative Analytics, Financial Analysis, Strategy, Research, Marketing Strategy, Strategic Planning, University Teaching, Marketing, Statistics, Stata, Analysis, SPSS, Data Analysis, Higher Education, Leadership, Public Speaking

Education
Georgia State University - J. Mack Robinson College of Business   2010 — 2014
Ph.D., Marketing

Purdue University   2009 — 2010
Family and Consumer Economics and Related Studies

University of Rochester   2008 — 2011
MS, Finance

Duke University   1997 — 1999
MBA, Business

Korea University   1988 — 1994
Bachelor of Business Administration (BBA)

Melissa LangdonMelissa Langdon New York, New York
HSBC Years November 2010 - Present
Job Senior Manager Financial & Business Analysis at HSBC
Industry Banking
Experience
HSBC   November 2010 - Present
Bank of America   April 2003 - November 2010
Lehman Brothers   June 2000 - August 2002
Thomson   October 1995 - May 1999
The Carson Group   June 1994 - October 1995
Investors' Fiduciary Services, Inc.   1993 - 1993

Skills
Financial Forecasting, Department Budgeting, Financial Modeling, Financial Analysis, Financial Reporting, Finance

Education
University of Pennsylvania - The Wharton School   1999 — 2001
MBA, Finance

Duke University   1990 — 1994
BA, Economics

Ned MuskieNed Muskie Washington D.C. Metro Area
HSBC Years January 2004 - December 2008
Job Managing Director at Convergent Wealth Advisors
Industry Financial Services
Experience
Convergent Wealth Advisors   June 2014 - Present
U.S. Trust   April 2010 - April 2014
HSBC   January 2004 - December 2008
Wachovia Corporation   1993 - 2005
The Riggs National Bank   October 1985 - October 1993

Skills
Wealth Management, Banking, Wealth Management..., Commercial Banking, Credit, Risk Management, High Net Worth..., Series 7, Capital Markets, Investment Banking, Portfolio Management, Estate Planning, Private Banking, Investment Advisory, Investment Management

Education
Duke University   1980 — 1984
Bachelor of Arts (B.A.), Political Science

Qiang FuQiang Fu Raleigh-Durham, North Carolina Area
HSBC Years July 2009 - July 2010
Job Software Engineer
Industry Computer Networking
Experience
Cisco   January 2013 - Present
Daheng Technology   August 2010 - September 2010
HSBC   July 2009 - July 2010

Skills
Software Engineering, Software Development, Java, Cloud Computing, OpenStack, Data Center, Testing, C++, Linux, C, Unix, XML, Eclipse, Shell Scripting, Image Processing, SQL, Python, Java Enterprise Edition

Education
Duke University   2010 — 2012
Master's degree, Electrical, Electronics and Communications Engineering, 3.6

The Hong Kong Polytechnic University   2006 — 2011
Bachelor's degree, Electrical, Electronic and Communications Engineering Technology/Technician, 3.6

Yuci (Jenny) ZhangYuci (Jenny) Zhang New York, New York
HSBC Years May 2010 - August 2010
Job Analyst at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley   June 2014 - Present
Duke University   August 2011 - May 2014
Morgan Stanley   June 2013 - August 2013
Credit Suisse   June 2012 - August 2012
Guosen Securities   December 2011 - January 2012
Beijing Zhengda United Investment Co., Ltd   June 2011 - August 2011
HSBC   May 2010 - August 2010

Skills
Data Analysis, Valuation, Leadership, Analysis, Economics, Finance, Research, Microsoft Excel, PowerPoint, Training

Education
Duke University   2010 — 2014
Bachelor of Science (B.S.), B.S. of Statistics, with Distinction; B.S. of Economics Finance Concentration, with Distinction

Don GottwaldDon Gottwald Indianapolis, Indiana Area
HSBC Years December 2005 - October 2008
Job Chief Operating Officer at KAR Auction Services, Inc
Industry Financial Services
Experience
KAR Auction Services, Inc   March 2014 - Present
Automotive Finance Corporation   2009 - March 2014
HSBC   December 2005 - October 2008
GMAC   2001 - 2005
GMAC   1998 - 2005
GMAC   1998 - 1998

Skills
Financial Analysis, Mergers, P&L Management, Financial Management, Strategy Development

Education
Duke University - The Fuqua School of Business   1995 — 1997
MBA, General Management and Marketing

Northwood University   1984 — 1988
BBA, Management with minor in Economics

Dayong ZhouDayong Zhou Raleigh-Durham, North Carolina Area
HSBC Years July 2009 - March 2011
Job Associate Director at Shanghai Stock Exchange
Industry Venture Capital & Private Equity
Experience
Shanghai Stock Exchange   March 2013 - Present
Donghai Securities   April 2011 - March 2013
HSBC   July 2009 - March 2011
CITIC Securities, Beijing, China   July 2006 - July 2007
Everbright Securities   November 2001 - July 2006

Education
Duke University - The Fuqua School of Business   2007 — 2009

Hemant KapoorHemant Kapoor New York, New York
HSBC Years 2007 - 2007
Job Investment Banking Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank   July 2015 - Present
Deutsche Bank   June 2014 - August 2014
Accenture   August 2008 - August 2013
Humaneity Magazine   July 2009 - September 2010
HSBC   2007 - 2007
Standard Chartered Bank   March 2005 - July 2005

Skills
Telecommunications, Business Analysis, Business Process, Financial Analysis, Management Consulting, Telecommunication..., Business Development, Requirements Analysis, Business Transformation, Business Process Design, PMO, Business Process..., Business Intelligence, Financial Modeling, Solution Architecture, IT Strategy, Problem Solving, Program Management, Project Management, Strategy, Consulting, Analysis, Valuation, Leadership, Data Analysis, Corporate Finance

Education
Duke Fuqua School of Business   2013 — 2015
Master of Business Administration (MBA), Finance, Strategy and Management, Dean's List (2014 & 2015), Class of 87 and Class of 88 Scholar

Singapore Management University   2004 — 2008
Bachelor of Information Systems, Management Information Systems, General and Finance

Mahesh BabuMahesh Babu San Francisco Bay Area
HSBC Years November 2011 - July 2012
Job Manager Pricing and Licensing Strategy at Symantec
Industry Management Consulting
Experience
Symantec   April 2015 - Present
Strategy&, part of the PwC network (formerly Booz & Company)   2014 - 2015
ReverbNation   September 2013 - December 2013
Booz & Company   May 2013 - August 2013
Health Decisions   January 2013 - May 2013
HSBC   November 2011 - July 2012
HSBC   June 2008 - November 2011
Deloitte   July 2007 - June 2008
Ernst & Young   June 2005 - August 2005

Skills
Program Management, Information Security..., Information Security, Strategy, IT Strategy, Security, Leadership, Management, Privacy Law, CRM, Project Management, IT Audit, Consulting, Analytics, Regulatory Affairs, Management Consulting, Strategic Planning, CRO, Digital Marketing, Competitive Analysis, Development of..., Cost Model Development, Business Transformation, Loyalty Programs, IT Transformation, Pricing, Business Operations, Cyber-security, Pricing Strategy

Education
Duke University - Fuqua School of Business   2012 — 2014
Master of Business Administration (M.B.A.), Health/Health Care Administration/Management

Purdue University   2004 — 2007
MS, Information Security

Purdue University   2000 — 2004
BS, Computer Science and Mathematics

Modern High   1996 — 2000

Shal ChowdhuryShal Chowdhury New York, New York
HSBC Years April 2014 - July 2015
Job
Industry Investment Banking
Experience
Barclays Investment Bank   August 2015 - Present
HSBC   April 2014 - July 2015
UBS   2011 - April 2014
Wells Fargo   June 2010 - August 2010
Goldman Sachs   2003 - 2008
Goldman Sachs   2001 - 2002

Education
Duke University - The Fuqua School of Business   2009 — 2011
MBA

Pace University - Lubin School of Business   1999 — 2003
BBA

FDR High School in Brooklyn, New York   1995 — 1999

Wei XieWei Xie Greater Seattle Area
HSBC Years 2005 - 2006
Job Finance Manager at Amazon.com
Industry Retail
Experience
Amazon.com   2010 - 2013
Amazon.com   2007 - 2009
HSBC   2005 - 2006
Reanda Public Accountants   1998 - 2001

Skills
Corporate Finance, Finance, Internal Controls, Risk Management, Auditing, Banking, Financial Modeling, Financial Analysis, Variance Analysis, Forecasting, Strategic Financial..., Pricing Strategy, Financial Reporting, US GAAP, Pricing

Education
Duke University - The Fuqua School of Business
MBA, Finance

University of International Business and Economics
BA, Accounting

Lisa BelgioLisa Belgio Greater Pittsburgh Area
HSBC Years January 1988 - May 2009
Job VP, Delivery Group Manager of Learning & Development at First Niagara Bank
Industry Financial Services
Experience
First Niagara Bank   September 2009 - Present
HSBC   January 1988 - May 2009
HSBC   December 2002 - November 2008
Beneficial   1994 - 2000

Skills
Talent Management, Onboarding, Human Resources, Change Management, Mortgage Lending, Management, Credit Risk, Project Management, Process Improvement, Leadership Development, Organizational..., Credit, Talent Acquisition, Succession Planning, Coaching, Employee Engagement, Performance Management, HRIS, Relationship Management, Leadership, Employee Training, Portfolio Management, Commercial Banking, Financial Services, Banking, Executive Management, Recruiting, Credit Analysis, Training, Vendor Management, Employee Relations, Team Building, Call Centers, Training Delivery, Employee Benefits, Commercial Lending, Risk Management, Personnel Management, Strategy, Underwriting, Consumer Lending, Performance Improvement, Workshop Facilitation, Hiring, Interviews, Loans

Education
Duquesne University   1983 — 1987
Bachelor's, Business Administration

Duquesne University
Bachelor's degree in Business Management and Economics

Travis KiepertTravis Kiepert York, Pennsylvania Area
HSBC Years July 2008 - June 2009
Job Senior Professional Representative at Astellas Pharma
Industry Pharmaceuticals
Experience
Astellas Pharma   October 2011 - Present
Publicis Selling Solutions   June 2010 - September 2011
Publicis Selling Solutions   June 2009 - March 2010
HSBC   July 2008 - June 2009
Astellas Pharma   May 2005 - April 2008
Sciele Pharma   August 2004 - May 2005

Skills
Sales, Urology, Pharmaceutical Sales, Sales Effectiveness, Sales Operations, Central Nervous System, Neurology, Gastroenterology, Pharmaceutical Industry, Marketing

Education
Duquesne University   1999 — 2004
Bachelor of Science, Biology

Anique CromieAnique Cromie Toronto, Canada Area
HSBC Years June 2010 - Present
Job Credit Analyst at HSBC
Industry Banking
Experience
HSBC   June 2010 - Present
Four Seasons Ltd   December 2009 - March 2010
Citi Cards   December 2007 - September 2008

Skills
Microsoft Excel, Microsoft Word, PowerPoint, French, Teamwork, Communication, Telephone Manner, Lotus Notes, Windows, Typing, Microsoft Office, Customer Service, Networking, Social Networking, Data Analysis, Credit Analysis

Education
Durham College   2012 — 2016
Human Resources Management, Human Resources Management and Services

Dunbarton High schoolPickering

Andrew WyndAndrew Wynd New York, New York
HSBC Years July 2010 - August 2010
Job Analyst at MSK Capital Partners LLP
Industry Financial Services
Experience
MSK Capital Partners LLP   September 2014 - Present
Bank of America Merrill Lynch   2012 - September 2014
Bank of America Merrill Lynch   June 2011 - September 2011
HSBC   July 2010 - August 2010

Skills
Bloomberg, Investment Banking, Equities, Capital Markets, Valuation, Financial Modeling, Fixed Income, Equity Research, Corporate Finance, Derivatives, Financial Analysis, Investments, Equity Valuation, Alternative Investments, Financial Markets

Education
Durham University   2009 — 2012
Bachelor of Arts (B.A.), Economics, First Class Honours

Terry RossmanTerry Rossman Indianapolis, Indiana Area
HSBC Years 1980 - 2006
Job Risk Manager at Irwin Financial Corporation
Industry Banking
Experience
Irwin Financial Corporation   2007 - July 2008
Morgan Stanley   2007 - 2007
HSBC   1980 - 2006
Oak Street Mortgage   2000 - 2005
Bank One   1996 - 2000

Education
Sacred Heart University   1980 — 1983
MBA, Finance

Earlham College   1972 — 1976
BA, Politics and Psychology

Andy MajetteAndy Majette Raleigh-Durham, North Carolina Area
HSBC Years November 2002 - June 2005
Job District Manager at Nicholas Financial Inc.
Industry Banking
Experience
Nicholas Financial Inc.   October 2013 - Present
PNC Bank   November 2010 - October 2013
Citi Financial Services   August 2010 - November 2010
Insuranti   March 2008 - January 2010
HFC, member HSBC   June 2005 - December 2007
HSBC   November 2002 - June 2005
Beneficial Financial Group   January 1991 - November 2002

Skills
Management, Loans, Business Development, Mortgage Lending, Credit, Negotiation, Leadership, Sales, Portfolio Management, Budgets, CRM, Customer Service, Team Building, Sales Management, Insurance, Banking, Retail Banking

Education
East Carolina University
MBA

East Carolina University
BSBA, Concentration in Finance

Jerry HudginsJerry Hudgins Greater Atlanta Area
HSBC Years June 2006 - April 2009
Job Regional Vice President at Nicholas Financial Inc.
Industry Banking
Experience
Nicholas Financial Inc.   February 2013 - Present
OneMain Financial   September 2009 - February 2013
HSBC   June 2006 - April 2009
HSBC   August 2005 - June 2006
HSBC   April 1996 - August 2005

Skills
Mortgage Lending, Leadership, Credit, Sales, Management, Relationship Management, Operations Management, Loans, Sales Operations, Risk Management, Banking, Finance, Consumer Lending, Training, Financial Analysis, Financial Services, Forecasting, Program Management, Customer Retention, Marketing, Sales Management, Portfolio Management, Credit Analysis, Loan Origination, Retail Banking, Commercial Lending, Credit Risk

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2002 — 2002
Executive Training Program- AFSA

East Carolina University - College of Business   1988 — 1990
MBA

East Carolina University   1984 — 1988
BSBA, Marketing

Jonathan BlackardJonathan Blackard Greensboro/Winston-Salem, North Carolina Area
HSBC Years January 2004 - June 2005
Job Inside Sales/Customer Rep at Splawn Belting
Industry Textiles
Experience
Splawn Belting   May 2006 - Present
Anderson Creek Golf Club   June 2005 - November 2005
HSBC   January 2004 - June 2005
Central Carolina Bank   June 1999 - August 2003
Food Lion   June 1997 - June 1999

Education
East Carolina University   1999 — 2003
BS, Economics, Business

Kristina BarrierKristina Barrier Charlotte, North Carolina Area
HSBC Years July 2004 - January 2008
Job Business Analyst II at Wells Fargo
Industry Real Estate
Experience
Wells Fargo   March 2011 - Present
Property Management   October 2009 - March 2011
Wachovia, A Wells Fargo Company   January 2009 - September 2009
HSBC   July 2004 - January 2008

Skills
Project Management, Business Analysis, Requirements Analysis, Office Management, Information Technology, Job Coaching, Real Estate, Mortgage Servicing, Mortgage Banking

Education
East Carolina University   1996 — 1998
Business Administration

michelle wengmichelle weng Toronto, Canada Area
HSBC Years September 2012 - Present
Job PB at HSBC
Industry Professional Training & Coaching
Experience
HSBC   September 2012 - Present
Brampton Brick Limited   March 2012 - September 2012
York University   September 2010 - April 2012
York University   September 2009 - October 2011
Welcome Family Inc   May 2010 - November 2010
Canadian International Immigration Services, Toronto   September 2003 - July 2008

Education
East China Normal University
Bachelor's Degree, Business Management

Seneca College
Diploma of Office Administration, Executive

York University
Master's Degree, Economics

York University
Honour Bachelor's Degree, Economics

York University, International Student Center Tax

Alex ChiuAlex Chiu Greater New York City Area
HSBC Years June 2008 - August 2009
Job Associate at The CIM Group
Industry Banking
Experience
The CIM Group   August 2013 - Present
F&T GROUP   May 2012 - July 2013
Arsenal Capital Partners   July 2011 - May 2012
Goldman Sachs   July 2010 - July 2011
HSBC   June 2008 - August 2009

Skills
Valuation

Education
Georgetown University - The McDonough School of Business   2006 — 2010
Finance, Chinese

East China Normal University   2009 — 2009
Chinese

Georgetown University

Jeremy DufnerJeremy Dufner Greater Detroit Area
HSBC Years May 2008 - August 2008
Job Global Product Management at Ford Motor Credit Company
Industry Automotive
Experience
Ford Motor Credit Company   April 2015 - Present
Blue Cross and Blue Shield of Illinois, Montana, New Mexico, Oklahoma & Texas   January 2013 - April 2015
J.P. Morgan   September 2011 - January 2013
Edward Jones   December 2009 - June 2011
University of Notre Dame   January 2006 - May 2009
HSBC   May 2008 - August 2008

Skills
Business Strategy, Product Development, Product Management, Competitive Analysis, Product Lifecycle..., Operations Improvement, Market Research, Analytics, Process Improvement, Financial Analysis, Management Consulting, Investments, Sales, Financial Modeling, Agile & Waterfall..., Agile Web Development, Strategic Planning, Business Requirements, Relationship Management, Data Analysis, Marketing Strategy, Strategy, Leadership, Cross-functional Team..., Vendor Management, Product Marketing, Project Management, Marketing, Problem Solving

Education
University of Notre Dame   2005 — 2009
BBA, Finance

East China Normal University   2007 — 2007
Chinese Language, History and Society

Lili XiaLili Xia Greater Chicago Area
HSBC Years June 2007 - Present
Job AVP at HSBC
Industry Financial Services
Experience
HSBC   June 2007 - Present

Skills
Statistics, Basel II, Risk, Stress Testing, Economic Capital, Economics, Credit, SAS, Financial Analysis, Financial Modeling, Credit Risk, Risk Management, SPSS, Modeling, Model Validation, Regulatory Capital, Data Analysis, Analytics, Loss Forecasting, Excel, Forecasting, Financial Risk

Education
University of Illinois at Chicago   2005 — 2007
MS, Statistics

Tulane University   2003 — 2005
MS, Economics

East China Normal University   1996 — 2000
BS, Educational Technology

David KapsickDavid Kapsick Shavertown, Pennsylvania
HSBC Years December 1993 - April 2009
Job VP / Retail Market Manager at FNCB
Industry Banking
Experience
FNCB   July 2015 - Present
Citizens Bank   August 2014 - July 2015
Citizens Bank   August 2013 - August 2014
Citizens Bank   August 2009 - August 2013
HSBC   December 1993 - April 2009

Skills
Sales Management, Leadership, Loans, Training, Coaching, Management, Sales, Customer Service, Human Resources, Banking, Employee Engagement, Portfolio Management, Credit, Risk Management, Mortgage Lending, Consumer Lending, Commercial Banking, Business Development, Small Business Lending

Education
East Stroudsburg University of Pennsylvania   1988 — 1993
B.S., Management

Joseph BucantisJoseph Bucantis Tampa/St. Petersburg, Florida Area
HSBC Years March 2013 - Present
Job Manager, Business Risk and Controls at HSBC
Industry Financial Services
Experience
HSBC   March 2013 - Present
JPMorgan Chase   October 2011 - March 2013
Ceridian Benefits Services   January 2009 - October 2011
CERIDIAN BENEFITS SERVICES   October 2006 - December 2008
MetLife   January 2004 - October 2006
Ameritrade   January 2002 - June 2005
MetLife   May 1999 - September 2001
PaineWebber   August 1987 - May 1999

Skills
Auditing, Analysis

Education
East Stroudsburg University of Pennsylvania
BA, Economics

Laura BeekmanLaura Beekman Greater New York City Area
HSBC Years August 2012 - Present
Job Consultant at Capco
Industry Financial Services
Experience
Capco   February 2014 - Present
HSBC   August 2012 - Present
HSBC Securities   November 2010 - August 2012
HSBC   June 2008 - November 2010
HSBC Securities   September 2004 - July 2008
AllianceBernstein   December 1999 - September 2004
Morgan Stanley   March 1999 - December 1999
AXA Equitable   March 1995 - March 1999

Skills
Process Improvement, Banking, Management, PMO, Budgets, Governance, Vendor Management, Stakeholder Management, Financial Services, Business Process..., Portfolio Management, Change Management, Management Consulting, SDLC

Education
East Stroudsburg University of Pennsylvania   1990 — 1994
BS, Psychology

Stacey SafranStacey Safran Greater San Diego Area
HSBC Years June 2010 - Present
Job VP NA Finance PMO at HSBC
Industry Financial Services
Experience
HSBC   June 2010 - Present
HSBC Auto Finance   February 2006 - June 2010
HSBC   August 2005 - February 2006
HSBC   March 2003 - July 2005
PricewaterhouseCoopers   1997 - 2003

Skills
Financial Analysis, Financial Reporting, Accounting, Auditing, Financial Accounting, Banking, Process Improvement, Essbase, Project Management, Hyperion Planning, IFRS, Liquidity, Finance

Education
East Tennessee State University   1995 — 1996
MAcc, Accounting

East Tennessee State University   1991 — 1995
BBA, Accounting